PracticeSuite has a module to help manage users and assign them appropriate authorizations and privileges. To create a user, the following steps are to be followed.
1. Click on the Security on the main menu and select User, the Manage Users page will be displayed as in Image 1.
2. To create a New User, click the button. On clicking this Button, the screen, as in Image 2, shows up.
a) Enter the Last Name, First Name and Middle Name of the user.
b) From the Role, select the required User Type from the drop-down. If the role selected is Provider, select the Provider name from the Provider drop-down (highlighted in Image 2). This is necessary to map the user name to the provider name.
c) Choose the Primary Legal Entity from the list.
d) Enter a password for this user. The password should have 5 alphanumeric characters,1 Upper case letter and three numerals (e.g. Mary123hi).
e) In the Force Password Reset field, enter the number of days the user will be allowed access with this password.
f) Select the Start Date Active and End Date Active for this user.
g) Enter the Email Address and a verification phone#.
h) Click on Save.
3. To edit a user profile, click on the icon provided at the rightmost end of the user line.