How to Set a User as an Admin

Modified on Mon, 13 Feb 2023 at 12:18 AM

Any established user can be given BASIC and/or FULL Administrator Privileges by an existing FULL administrator on an account.  


Basic Administrators: Can adjust practice and user settings, but cannot add, invite, modify or inactivate users or practices.


Full Administrators: Can perform all the functions of a Basic Admin, but CAN also add invite, modify and inactive users and practices.


NOTE: There is a user type field where you can set a user as an administrator; this simply a text name and title for the user added.  Setting as an User Type ADMIN does not grant the admin privileges.  You need to follow the steps below to accomplish this.


The permission level of ADMIN will be set for ALL practices the user has access to.


Steps to Set an existing User as admin:

  • Select "Settings"


  • Scroll to "Manage Users"


When the list of users open, click "Edit" to open any user's profile settings. 


On the general tab that opens, at the bottom of the window you can check of BASIC and FULL Administrator and click Complete to save the changes.


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