How to Inactivate a User - Removing a User

Note: To perform this task, you must have FULL ADMINISTRATOR privileges.

Removing a user from the active list is a straightforward process. Follow these steps:

1. 1. Access Settings:

   • Click on your name located in the top-right corner of the screen. Then, select "SETTINGS" from the dropdown menu.
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2. 2. Navigate to Manage Users & Practices:

   • Within the "Select the Practice" window, find the practice where the user is and click on "View" located on the right-hand side.
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3. 3. Edit User Details:

   • In the "Practice User List," page locate the user you wish to remove. Click on the "VIEW" option corresponding to the user's row.
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6. 4. Click on "Edit":
   • In the "USER Settings" page click "INACTIVATE USER"
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9. 5. Confirm Inactivation:

   • A confirmation prompt will appear. Click "Yes" to confirm. Finally, click "COMPLETE" to finalize the process.
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Once completed, the user will be moved to the "Inactivated User" list.

By following these steps, you can efficiently manage user access within your account. If you encounter any difficulties or have further questions, feel free to contact our support team for assistance.