User accounts provide access to the Practice by Numbers software. Ensure you have the appropriate permissions to manage user logins and access settings. Typically, these privileges are assigned to roles such as the owner or office administrator.
Steps to Create a New User Account
For In-Practice Employees
Navigate to User Accounts:
Click on the menu in the upper-right corner of the page, go to Settings, and select User Accounts.
Locate the Employee:
Find the employee’s name in the User Accounts section.
Activate the Account:
Check the Active box.
Enter the employee’s email address.
Select a role for the user.
Click Save.
Send Email Setup Link:
A setup link will be sent to the employee’s email, allowing them to set up their password.
Provide the Practice Code Word:
Share the Practice Code Word found in your User Accounts page.
Important: Do not send the code via email. Communicate it securely in person, by phone, or via text.
Password Setup:
The employee will use the password reset email and the practice code word to create their password.
Password Reset (If Needed):
To reset an existing user’s password, refer to the article: Reset Practice User Password.
For Out-of-Practice/Non-Employees
Add the Non-Employee:
Click on the menu in the upper-right corner of the page, go to Settings, select Employees, and then click Add Employee.
Enter the individual’s name and check the Active box.
Create the User Account:
The non-employee’s name will now appear in the User Accounts section.
Follow the same steps as outlined for in-practice employees to create their account.
By following these steps, you can efficiently manage user accounts for both in-practice and out-of-practice team members.