EDIT - Information

Note:

  • Must be completed by an Account Admin.
  • Each User must have their own unique credentials (Email, Username, and Password) to maintain HIPAA compliance.
  • Users can have more than one associated Role.
  • For assistance, hints are provided to the right of many input boxes and settings buttons.

Steps:

  1. Select the “Admin” area in the green, left-hand side menu.
  2. The above action takes you to the “User List” page.
  3. If not, select the “Users” button at the top of the page.
  4. Select the User that requires editing.
  5. The above action takes you to the “Edit User” and “User Roles” page.
  6. In the “Edit User” section, select the input box that requires editing and type in the new information.
  7. In the “User Roles” section, select a current Role to remove and/or select a new Role to add. Users can have multiple Roles.
  8. Select the blue “Save” button when finished.
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