Your Practice Manager or Clinic Lead would be a 'Super admin' who can perform this action on request.
Topic Covered
Add a New User in Practice Settings
Let's get started!
Navigate to the System Menu > select Practice Settings > Administration > Users.
Navigate to the top right and click the + Add New User button.
- Enter all the necessary information marked with an asterisk along with the other optional fields.
- Once done, click on the Save & Continue button to proceed.
A toast notification will appear on the top right stating 'User Created successfully'.
Tip: To set up user login access and working hours, complete the fields in Clinician Details, Login Details, and Working Hours on the left side of the User Setup pop-up window. |
Once the user details have been added and saved, the users will receive an email notifying them to click a link to Set Up their Password.
They can then complete the account setup by entering a New Password on the page below and clicking Submit.
Deactivate a User
To View a Profile,
Click View to open the User slide-out.
To Deactivate a Profile,
Click Deactivate User.
On the Deactivate User slide-out,
- Select the Deactivation Type.
- You can either Deactivate Indefinitely or Deactivate for a Time Period.
- Set a Deactivation Start Date from the calendar.
- Set a Deactivation End Date from the calendar if you select Deactivate for a Time Period.
- Click Next to proceed.
- You will find a Summary of the Deactivation Type.
- Click Deactivate to proceed with deactivating the user.
- Click Previous to navigate to the previous page.
- Click Cancel to discard.
A toast notification will appear on the top right stating, 'User deactivated successfully'.
To Download the entire Users list,
- Click Download to export the full user list with the details shown in the grid.
- The file will be downloaded to your system in CSV format.
Reset Passwords for Users
To Reset Password for users,
- Select the desired User's Name.
- Click Reset Password.
- A Reset Password Email Sent modal pops-up.
- Click OK on the confirmation modal.
- The user will receive an email.
- The user must click on the link that they receive in the email.
- On the new page that pops up, they can create a new password and click on Submit.
- After these steps, the user can use their email/username along with the newly created password to log in.
Note: We can easily reset a user's login password, ensuring they regain access to their account quickly. This process helps maintain account security and facilitates smooth user management within your practice. |
Practices can use this quick guide to learn how to set up a new user profile inside CareStack.