Add or update users

Learn how to add, update or delete users from your practice.

James avatar
Written by James
Updated over a week ago

All your staff members can have a user in Digitail. This will be helpful with the internal workflows, record keeping, and all in one, better management in the practice.

How to add users?

Click on the top right corner and go to Users. Click on the (+) Add new user button and start filling in their profile information and select their role. You are also required to set an initial password (which they can change afterward). Mark what services they are providing in the practice and click on Add user to save everything.

Minimum required fields:

  • First Name

  • Last Name

  • Email (they will use it to log in)

  • Phone

  • Role (defines their permissions and access in the practice)

  • Password (they will use it to log in)

Marking the services that they are providing

Here you can set the services that this staff member can provide. When a client wants to book an appointment for a Dermatology consultation, they will be able to see all the personnel providing that type of service.

How to edit or delete a user

Click on the Actions button on the right side and click on Edit user. Update the fields that you want and click Update the fields that you want and click Save.

To delete a user, simply press on Delete user.

πŸ“Œ The user will be deleted, while all their patients, records, and actions in Digitail will remain unchanged.

πŸ“Œ If you only want to disable the user for a period of time, click on Disable. They won't be able to log in anymore but you can restore their account at a later time.


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