Updating Users

Complete this task to modify the account of a Connect user.

Step-By-Step Guide

Step	Instructions	Additional Information
1	From the Users page, select the user to be modified.
2	Click Update. The User: [name] / General Information tab opens. Update the relevant information via the applicable steps below...
3	In the General Information section, enter the full name of the user in the Name field.
4	(Optional) Enter the 10-digit telephone number and extension, if applicable, of the user in the Phone Number field.
5	(Optional) Enter the e-mail address of the user in the Email field.
6	(Optional) To disable an account, select Disable Account.
7	(Optional) To designate a user as an Administrator select the Administrator option.	Deselect the Administrator option to remove Admin capabilities for a user.
8	In the Login Setup area, type the unique identification that the user will use to log into a Connect application in the Username field.	The password is not visible from this page and cannot be changed from here. To change the password, it must be reset.
9	(Optional) Open the Provider drop down list and select the provider to map this user (for iPhone app users only).
10	In the Practice Affiliations list, select practices the user will access.
11	In the Roles list, select the roles you want to assign to the user.
12	Click Apply.
13	Click Save to save and close the page.