Change a User’s Information or Role

To change a user’s information, you must have the Practice Admin user role. If your organization does not yet have a Practice Admin, the first Practice Admin must be created by Customer Care. To designate a Practice Admin user, contact Customer Care at 800-337-3630 (option 3) or [email protected].

Instructions

1. Select Settings > My Users from the left menu.
2. Locate the user you want to update.
3. Click View User next to their name.
4. Update the user’s information as desired.
   You can update their:
   • First Name
   • Last Name
   • Email
   • Phone
   • Role (Practice Admin or Practice Member)
     See About User Roles for more information.
5. Click Submit.