Add a new user to coreplus

Step 1 - Select 'Account Details' located on your coreplus Dashboard

 

Step 2 - Select 'Add User' in your Account Details View

 

Step 3 - Create the new user account

  • Enter the new users 'First name' & 'Last Name' and 'contact number'
  • It is important you enter their email address. (This is where there username and password details will be sent)
  • Than select their Access Level which defines what access they have to this business account
  • Click 'save' to add the new user

 

Step 4 - The New User will have an Activation link sent to the email address specified

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  • The user needs to click the link in this email to receive their username and password

 

Step 5 - The New User will receive this message when the click the activation link as specified above

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Step 6 - The New User will receive their username and password in their email address & can now Login to their coreplus account

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Next: Learn how to add a provider number for the user you've just added.

 

 

 

 

 

Daniela Bozinoski -

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Comments 1

  • Avatar
    Karen Owen

    Hi
    we are currently using another calender and very interested in Coreplus as a practice management system. We have exported our existing calender as a icalender file. Is there a way that we can import our data into coreplus

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