Managing user permissions and access to Engagement is essential to ensure they are able to complete daily tasks and efficiently communicate with patients.
How to Edit an Existing User Profile
Important notes:
If you are making changes to a user that has never added their Role and PMS Provider, you will not be able to save any changes until you add those selections. Please make sure to select the user Role and PMS Provider to save your changes.
If you are unable to access Settings or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
If you are making changes to a multi-location user, be sure you are editing the user in the selected location that they need access to update their permissions for that location.
Click on the Settings gear in the upper right corner of Engagement
Click on the Users tab. Search for the user by name using the search bar or use the available filters by clicking on the Role, Permission, or Practices column
Click on the three-dot menu, then click Edit to open the user profile and make changes
You can update the following user details in the General section: Name and public name, user role, photo, login options, and location access
Click on the Permissions section to update feature access levels for the selected location
Multi-location users: If needed, copy the user permission settings across multiple practices by clicking on the Copy settings to selected practices button. Click on the checkboxes next to each location to select and then click Copy
If needed, you can also enable the user to sign forms in the Permissions section. Scroll to the bottom of the permissions list and click on the checkbox next to Can sign forms to enable
Click on the Integrations section to add the user's extension for Mango screen pops, add the Swell API token, and enable Team Chat access
Click on the Mobile App section to show the user in the mobile app, select this user as a default doctor, or select this user as the default office manager
When finished, click on the blue Save user button
How to Delete an Existing User Profile
Access Settings by clicking the gear icon in the upper right hand corner
Click on the Users tab. Search for the user by name using the search bar or use the available filters by clicking on the Role or Permission column
Click on the three-dot menu, then click Delete
Confirm account deletion by selecting Confirm
Please note: If you ever need to re-add a deleted user with a previously utilized email address, you will need to contact DI Support for assistance.
Make a Patient-Facing User a Dashboard User
Quickly update a patient-facing user profile to a dashboard user with just the click of a button!
Click on Settings in the upper right corner of Engagement, then click on the Users tab
Locate the patient-facing user by clicking on the Permission column and filtering by Patient-facing use only
Click on the user's 3-dot menu, then click Edit. Update the user by clicking on the Make a Dashboard User button. Click Confirm
Follow the steps outlined above to finish setting up the dashboard user's profile!