Managing user permissions and access to Engagement is essential to ensure they are able to complete daily tasks and efficiently communicate with patients. Here are the steps to edit and delete existing users in your Engagement dashboard:
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.
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 or Permission column
Click on the three-dot menu, then click Edit to open the user profile and make changes
Make changes to General user settings, or click on Permissions to update access levels
When finished, click Save user
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.