NOTE: This article is in two sections, Practice Users and Billing Co Users.
Billing Company Users may wish to create both Practice and Bill Co Users.
PRACTICE USERS
Practice Users only have access to one practice
Step 1 - Navigate
Click on the Practice Settings option under the Settings drop-down menu.
Click on the Users Tab
Step 2 - Add User
Click on the Add User button, then enter the email and select the role. The user will receive an email to activate their account and create their password.
BILLING COMPANY USERS
Bill Co Users can have access to multiple practices
Step 1 - Navigate
*Start in a Practice you want the Invitee to be able to access - by default, an Added user will be provisioned access to the Practice from which the Invite is sent. This access can be edited in Account Users*
Click on the Practice Settings option under the Settings drop-down menu.
Step 2- Add User
Click on the Add User button, then enter the email and select the role. The user will receive an email to activate their account and create their password.
Step 3 - Edit User Practice Permissions
Click on the Practices button to add or remove access to practice(s) for a user. The changes will take effect after they logoff and login again.
