How to create/manage users

Overview

When you have a new staff member joining your team, they will need a login in order to start using Core Practice. You would need to contact your administrators in order to have this created for you. However, if you have administrator permissions, you can create a user yourself. This article will show you how to:

1. Create a user account
2. Manage a user account

Steps

Create a user account

1. Click on Settings (cog icon on the top right) and select Users.

2. Click on Create User.
   
   
   
3. Choose a username and password for the user, as well as the required personal details.
   
   
   
4. Assign the user to a Group.
   
   The group will dictate the level of permissions that the staff member will have in Core Practice. The higher the role, the more permissions the staff member will have. It would be safest to assign a user to a lower group (such as "Dental Assistant" or "Receptionist") as opposed to a higher one (such as "Administrator"), since they would not need such a high level of permissions in the software.
   
   
   
5. Set Restrict Times, Location Permissions and Restrict Location Access. Once done, click on Save Changes.
   Assigning the user to a location will restrict their access to other locations' reports. Leaving this field blank will provide the user to all locations' reports (if applicable).

Manage a user account

1. Click on Settings (cog icon on the top right) and select Users.

2. Click on the username of the account that you want to manage.
   
   
3. Click on Save Changes when you're finished managing the user account.
   
   

Once you have created a user and a password for your new staff members, they may want to change their password.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!