How Do I Edit or Create a User?

Users are created and edited from the main setup area of the program.

Click on the Users icon.


The User Setup window will now be displayed.


Click New to create a user or select the user you want to edit and click Edit.

When creating a new user you will be asked for their clinical performer role.


The User Properties window will now appear.


Enter the user details as required.

The Username is their logon name, you must set a password to enable.

Having created a user you must now add them to a security group before they will be able to login to the system see this FAQ for more information.

If a provider then the "Quick Codes" tab will be visible, to setup follow the quide in How do I setup my treatment quick codes?

Request a demo »