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!