Add/Delete Users

Add User

To add a new user to the database, click on the Add User button in the Logon Window.

The window below will appear asking you to enter the Administrator's password.

The Administrator's password is the password which the Administrator uses to log in, so you either need to be the Administrator, or else know his or her password in order to be able to do this.

Click OK, and then enter a User Name for the new user.

In a large multi-doctor practice it is advisable to keep the User Name as short as possible, as this is the name which will also appear in the Name tabs in the Appointments book.

The user's name will now appear on the Login window.

When this user logs in for the first time, they will be prompted to set up their User Preferences.  For more information on setting up User Preferences, see User Preferences.

Delete User

You can also delete a User Name from the Login Window by highlighting the user you want to delete, and then clicking on the Delete User button.

Again, you need to know the Administrator's password to delete a user.

Note: If the deleted user has any appointments, these will also be deleted!

A user can still be deleted if they have billing data in the system, however it is probably better to just make these users inactive by selecting the Inactive checkbox in the user's Preferences record.

This prevents their name from appearing in the Login window.