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Add a user or Practitioner
In this section:
Before you start:
You need to be a System Administrator or have permission 5000 enabled to add someone new. If you're not, then you won't see the Add button or the Permissions tab.
Setting the
Role at the time of creating will assign rights to access features and clients in the database to the user. Read about this
here and
here .
Click on
User Administration to add a new user
Click the
+ sign to create a new blank record
At a minimum
First Name and
Last Name are required
Tick
Account Enabled (required)
If this is not ticked the account will not be available in the Username drop down list in the login screen
Choose a
Role from the drop down list (required)
If the following options are required, then they can be set up now, along with another other optional information
Click on Options > Calendars to make the calendar available for viewing
For each user that needs to see the new user / practitioner, select them in the Calendars visible to this User drop down
For the new user repeat the above as appropriate
Click
Apply and
OK to save and close
Individual users can allow and remove access to other users calendars using the following options:
