Users

Add a newly joined practitioner or receptionist to your coreplus account

Updated over a week ago

At some stage, you may need to add a new user to your coreplus account.
This could be a receptionist, admin staff, or practitioner. Below is a step-by-step guide on viewing existing users and adding new ones.

This article includes:

1. View all users
2. Adding a new user


View all users

1. Select My Account
2. Under Users select View All


💡 You can filter by Full Name, Username, Access Level, Position, and Specialty.


Adding a new user

1. Select My Account
2. Under Users select Add User

3. Enter in the relevant details ( Name, Access Level, Position, Specialty, Email, Mobile and Time zone.)

4. Click Save

💡 It's mandatory to select a Position while creating a user

💡 The Specialty selection will only appear once you've selected a Position


See similar articles regarding your account setup:

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?