For use with all NexHealth products.
Overview
Edit a user's permissions
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 Edit user.
Click on the ellipsis (...) to the right of the user's name and select Edit user.
From this menu, you can also delete the user or resend their login invitation if needed.
3. Edit the user’s details.
The options are the same as if you were adding a new user.
Create or edit a role
Roles are collections of permissions that can be applied to multiple users (e.g., Front Office Staff, Regional Manager).
1. Go to Roles and permissions in Settings.
Go to NexHealth settings, then select Roles and permissions in the left-hand Settings sidebar. |  |
2. Click +New role or Edit an existing role.
You can either use +New Role from the top right or Edit an existing role.
3. Edit the role values, then Save.
You can assign or change the role name and select the permission level for each feature. Then, click Save.
Role Permissions
Admin: Can use all feature functionality, and can access and change feature settings.
Example: 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.
Example: 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.
Example: Viewers can see most features and activities in NexHealth but are not able to take actions like messaging patients or sending Forms or Campaigns.
None: No access to the feature.