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Users

Procedure

Overview

Users are people who can sign in to FICE. Each user is assigned roles that determine what they can view and change.

Before you start

  • You have administrator permission
  • You know the user’s name, email, and intended role
  • Your clinic has decided which modules the user needs

Steps

1. Open Administration → Users

Select Administration, then Users.

Users list in Administration

2. Create a user

  1. Select New User.
  2. Enter name and email.
  3. Assign one or more roles.
  4. Save and send the invitation or temporary credentials according to your process.
New user form with role assignment

3. Deactivate access when needed

When someone leaves the clinic, deactivate the account promptly instead of sharing credentials.

::: important Do not store passwords in shared documents. :::

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