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. Here's how to do it.
- Click on Settings and then go to Users.
- Click Create User.
- Choose a username and password for the user, as well as the required personal details.
- 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.
- Assign the user to a Location.
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).
Once you have created a user and a password for your new staff member, they may want to change their password.