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How do I add or delete users?

Administrators can add new team members and remove old ones through the Manage Users settings.

Updated this week

For use with all NexHealth products.

Overview

Add a new user

  • Go to Users in Settings.

  • Click +Invite user.

  • Enter the user’s information.

  • Select a Role from the drop-down menu

  • Specify location access.

  • Click Send invite.

Remove a user

  • Go to Users in Settings.

  • In the user’s menu, select Delete user.

  • Confirm deletion.

Add a new user

1. Go to Users in Settings.

Click the gear icon in NexHealth and select Manage users.

Note: If you do not see the Manage Users tab, you are not an Administrator. Contact your office administrator or NexHealth Support if you believe this is a mistake.

2. Click +Invite user.

+Invite user is in the upper-right corner.

3. Enter the user’s information.

Enter the user’s first name, last name, and email address.

4. Select a Role from the drop-down menu

Select a Role from the drop-down menu, or choose Custom Permissions to choose permissions for that user.

5. Specify location access.

This will be necessary if you have a multi-location practice.

6. Click Send invite.

You’ll find this at the top of the page. The new user will receive an email invitation with a link to log in and create a password.

Remove a user

1. Go to Users in Settings.

Click the gear icon in NexHealth and select Manage users.

Note: If you do not see the Manage Users tab, you are not an Administrator. Contact your office administrator or NexHealth Support if you believe this is a mistake.

2. In the user’s menu, select Delete user.

Click on the ellipsis (...) to the right of the user's name and select Delete user.

From this menu, you can also edit the user’s name or email, or resend their login invitation if needed.

3. Confirm deletion.

Click Yes, delete user to confirm.

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