Administrators can add or remove users and control which users can perform specific functions--like creating a new campaign or adjusting Templates--through Manage users.
Add a new user
1. To add a new user, navigate to the gear icon and select Manage users.
(*Note: If you do not see the Manage Users tab, this means you are not an Administrator in the account. If you believe this is a mistake, please contact us.)
2. To create a new user, select +Invite user.
3. Create the user’s profile using their first name, last name, and email address.
4. Select a Role from the drop-down menu, or choose Custom Permissions to choose permissions for that user.
5. Specify the location access (if needed).
6. Click Send invite.
The user will receive an email invitation with a link to login and create a password.
Remove a user
1. To remove a user, navigate to the gear icon and select Manage users.
(*Note: If you do not see the Manage Users tab, this means you are not an Administrator in the account. If you believe this is a mistake, please contact us.)
2. Click on the ellipsis (...) to the right of the user's name and select Delete user.
3. Click Yes, delete user to confirm.
4. You can also edit the user's name or email from this menu and resend their login invitation if they did not receive it originally.
Edit a user's permissions
1. Navigate to the gear icon and select Manage Users.
(*Note: If you do not see the Manage Users tab, this means you are not an Administrator in the account. If you believe this is a mistake, please contact us.)
2. Locate the user from the list. Click the ellipses (…) to the right of their name and select Edit user.
3. Select a Role from the list, or choose Custom Permissions to assign permissions for just that user.
4. Select locations if needed.
5. Click Save.
Create a new role
A role is a collection of permissions that can be applied to multiple users (ex: front office staff, regional manager). This allows you to assign permissions, roll out updates, and onboard new team members quickly.
1. Navigate to the gear icon in the top right and select Manage Users.
(*Note: If you do not see the Manage Users tab, this means you are not an Administrator in the account. If you believe this is a mistake, please contact us.)
3. Select Roles and permissions from the left side menu, and then select +New role.
4. Name the role (such as Front Desk, Billing Coordinator, or Regional Manager) and assign the appropriate permissions. For each feature, you can select from Admin, User, Viewer, or None.
5. Click Save to save the role. Go back to step 1 in the first instructions above to assign the role to a specific user.
Permissions by view
Admin: Can use all feature functionality, and can access and change feature settings.
Admins can edit Templates like Reminders and Reviews, adjust provider availability in Online Booking, edit forms and packets, and more. Admins are also able to manage locations and add or remove other users.
User: Can use the feature, but not view or change feature settings.
Users can message patients, and send Campaigns, Waitlist and Form requests, but cannot edit any feature settings or add other users.
Viewer: View-only access to the feature.
Viewers can see most features and activities in NexHealth but are not able to take actions like messaging patients or sending Forms or Campaigns.