Account setup
Authorize and revoke access in the account settings
Authorize members and provide access to members in the account setup. You can also revoke access anytime in the setup settings. Authorize access in the settings: 1. Open the application and click on the on the right. 2. You will now view the Setup ...
Manage company settings
Users with administrative privileges can customize company specific details, so that users of that specific organization will have common features. To change company settings 1. Click on the on the top right. 2. Go to Setup > General > Company ...
Add and manage users
Administrators and any user with the Manage Users permission in their settings can add, import, modify, re-invite, activate and deactivate users to the account. To add a new user: 1. Click on the top right. 2. Navigate to Setup > General > Users. 3. ...
Set your account's personal settings
Once you sign up for the practice management solution, you can manage and personalize your account's settings by providing necessary user information. By default, the mandatory information provided by you at the time of sign up is automatically ...