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Settings and user managementUsers and permissions2 min read

Adding and Removing Users

With Medicasimple, you can update information for users such as phone numbers, email addresses, positions within the clinic, and profile pictures.

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With Medicasimple, you can update information for users such as phone numbers, email addresses, positions within the clinic, and profile pictures. You can also add new users if needed.

To change clinic settings, first navigate to the "Users" section under the "User Settings" tab in the Settings menu.

Medicasimple Adding and Removing Users guide screenshot 1.

To add a new user, click the "Add User" button at the top of the page.

Medicasimple Adding and Removing Users guide screenshot 2.

In the form that appears, enter the following details for the user:

  • Position

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Password

Click the "Add User" button at the bottom of the form to successfully complete the process of adding a new user.

Medicasimple Adding and Removing Users guide screenshot 3.

User Profile Editing

To edit an existing user's profile, first click on the user's name.

In the user profile, you can update the title, first name, last name, phone number, and position details. If you want to add a profile picture for a user who does not have one, click the "Upload Photo" button below the username. To remove the existing profile picture for a user, click the "Remove" button below the username.

Medicasimple Adding and Removing Users guide screenshot 4.

Additionally, you can update the user’s position information in the profile and use the "Active" button, located immediately to the right of the Position field, to specify whether the user is currently active or not. After completing all your changes, click the "Save" button to save your modifications.

Medicasimple Adding and Removing Users guide screenshot 5.

User Removal

To avoid confusion within the application, user deletion is not available. Instead, you can deactivate users who are no longer associated with your clinic.

The "Active" button in the user profile indicates whether the user is currently working in the clinic. When a new user is added to the system, they are initially set as active by the application. You can deactivate a user who is no longer working in your clinic by clicking this button.

Medicasimple Adding and Removing Users guide screenshot 6.

If your issue is not resolved, you can contact our team for detailed information by clicking the live chat button.

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