Users

This page can only be accessed by account administrators.

The Users page displays a list of user accounts for your company.

User Account & Password Management Tips

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Add User

To add a new user, first navigate to the Users page. Then click the "Add User" link from the sidebar navigation.

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E-mail is used to log into the control panel, and for password reset requests.

Password must contain:

  • at least 8 characters
  • upper and lower-case letters
  • at least one number
  • at least one special character (!, @, #, $, ^, &, or *)

User Groups

  • Client Admins - have full access to all forms, submissions, and settings.
  • Client Users - have limited access to view/manage submissions on specified forms only.

When you are finished filling out the new user information, click the "Add User" button at the bottom of the page.

Edit User

To edit a user, first navigate to the Users page. Then click the email address for the user you wish to edit.

This page allow you to change the users Email, Name, Password, or User Group and Form access.

User Groups

  • Client Admins - have full access to all forms, submissions, and settings.
  • Client Users - have limited access to view/manage submissions on specified forms only.

For example, if a Client User has access only to the Appointment Form but you now want to give them access to the Patient Registration form, you can do so from this page. Check the box next to the respective forms to allow access for that user.

Delete User

To delete a user, first navigate to the Users page.

Hover your cursor on the user you would like to delete, then click the "Delete" link.

This will bring you to a page where you can confirm the deletion or cancel.

 

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