How to Add a New ‘ User ’ to Your Account
l . Then click the floppy disk to save the information m . If you need to add another Practitioner , use the “+” button to add another n . Then click “ Save and Exit ” to save new account
How to Add a New ‘ User ’ to Your Account
Instructions :
1 . Click on the “ Users ” tab at the top of the screen in the Main Menu Ribbon
2 . 3 . Click on the “ + ADD USER ” in the top left hand corner
4 . 5 . Select the Role you would like the new user to have a . The “ Account Admin ” will be able to see everything in your account , including information for all orders across all clinic locations i . This role can also edit your account clinic and practitioner information , as well as the patient list ii . This role can also add new users ( Account Admin and Account User types ) to the account b . The “ Account User ” role will be able to only see orders they have submitted themselves and cannot add other users
c .
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