Overview
The Users section allows administrators to create, edit, and manage user accounts for staff members who need access to the practice management system. This feature helps control access to sensitive patient data and system functions based on role and responsibility.
Accessing Users Management
Navigate to Settings in the top menu
Select Super admin from the sidebar menu
Click on Users
Users List
The main screen displays all active user accounts with their details:
User's full name
Username (used for login)
Email address
Action buttons (Edit, Delete)
List Features
Search: Filter users by first or last name using the search bar
Show deleted: Toggle to display previously deleted users
Rows Per Page: Control how many users display per page (default is 10)
Add a User: Create a new user account
Back: Return to the previous screen
User Status Indicators
Regular users display Edit and Delete buttons
Deleted users display Edit and Restore buttons
Users without email addresses show a "None set" warning with an alert icon
Note: Users without an email address cannot use the "Forgot password" link on the login page.
Users can add an email address, as well as editing their name, password and mobile number by clicking "Profile" under their name on the sidebar of the software.
Adding a New User
To add a new user, click the "Add a User" button on the Users list page. You'll need to provide:
Basic Information
First name: User's first name
Last name: User's last name
Username: Login ID for the user
Password: Secure password (must be at least 8 characters and contain at least one uppercase letter, one lowercase letter, and one number)
Email address: User's email for system notifications and password recovery
Mobile: Contact number (optional)
Access Configuration
Linked Practitioners
Select practitioners whose financial data this user can access
Option to select "All practitioners" for complete access
Individual practitioners can be selected for limited access
Associated Practices
Select the practices where this user will have access
Multiple practices can be selected if applicable
Access Permissions
Permissions are organized into categories:
Admin: System administration functions
Clinical: Patient clinical data access
Financial: Financial reporting and billing access
Super Admin: Critical system configuration permissions
Each category includes granular permissions such as:
View and edit diary annotations
Manage stock and suppliers
Configure system settings
View and edit patient accounts
Generate financial reports
And many more specialized permissions
Each permission can be set to either view-only or edit access where applicable.
Permission Shortcuts
Enable all buttons for each category to quickly grant all permissions
Editing a User
To edit an existing user, click the "Edit" button next to their name. The editing form includes:
Basic Information
Update first name and last name
Modify email address and contact details
Usernames cannot be edited once created from the interface. If a change of username is required, please email support
Access Configuration
Adjust linked practitioners access
Change associated practice access
Permissions Management
Modify system access permissions
Enable or disable Super Admin status
Restoring Deleted Users
To restore a previously deleted user:
Toggle "Show deleted" to ON
Locate the deleted user in the list
Click the "Restore" button next to their name
Navigation
Save: Create a new user or update an existing one
Back: Return to the users list without saving changes
Best Practices
Assign only necessary permissions based on job roles
Ensure all users have valid email addresses for password recovery
Periodically review user accounts and permissions
Delete user accounts when staff members leave the practice
Use strong, unique usernames and passwords