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Edit an existing practitioner or receptionist's user account details
Edit an existing practitioner or receptionist's user account details

Learn how to edit or deactivate an existing user in your coreplus account

Updated over 3 months ago

Ensuring your user's details are accurate and up to date is just as important as the details of your clients. You can make any changes you want to the user's data from within your coreplus account.

πŸ’‘ Only Supervisors can edit or deactivate users on an account
πŸ’‘ Usernames are system generated and can not be chosen or edited


Edit user details

1. Select My Account from your Dashboard Menu.

2. In the Users section click on View All
​3. Click on the user you wish to edit

4. Edit the details accordingly

5. Click Save for the changes to take effect.


Activate or Deactivate an existing user

1. Select My Account from your Dashboard Menu.

2. In the Users section click on View All

3. Click on the user you would like to edit/deactivate.

4. To Activate or Deactivate the user, select the Active drop-down menu.

5. Click Save for the changes to take effect.


πŸ’‘ You can deactivate a user by following the video above and choosing Inactive from the drop-down menu.


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