Add New User

1. The user can add a new user by accessing the Users & Roles List Screen from two entry points.
   1. From the Top Right Profile dropdown menu, select “Users & Roles.”
      
   2. From the Left Navigation, click on the “My Account” dropdown menu and select “Users & Roles.”
      
2. Clicking '’Users & Roles'’ opens the Users List Screen. To create a new user, click the ‘’New Users’’ button in the top right corner.
   
3. Enter the required information, including First and Last Name, County, Address, Zip, State, City, Phone Number, and Email. Select the Role from the dropdown menu. You can select multiple roles for the user. Note: “Roles” are predefined sets of permissions that determine a user's access level and allowed actions within the system, ensuring controlled and efficient management.
4. Select a Status for the user from the dropdown menu.
   Note: “Active” refers to a user who has access to the system and can perform their assigned duties. “Inactive” refers to a user whose access is disabled, preventing them from logging in or performing any tasks.
5. Select a Location from the dropdown menu. You can select one or multiple locations.
6. Choose whether the user can view All Providers' Patients or only Specific Providers' Patients. If you select Specific Providers' Patients, choose those specific providers from the dropdown menu.
   Note: Selecting “View All Providers' Patients” allows the user to see all patient records in the system. Selecting “Specific Providers' Patients” allows the user only to see records of patients linked to specific providers.
7. Enter the Password and Password Confirmation, then click "Save" to add the user.
   Note: The “Password” is required to create secure login credentials for the user. It allows them to access the DigiMEDSPA Portal with a unique username (email) and password, ensuring the security of sensitive information and enabling personalized access to the system based on their role and permissions.A new user has been added successfully!

View User

8. To view a specific user from the list, click the three dots in the action column and select "View," or simply click anywhere on the user’s data.
   
9. The User View Page will open, displaying all the details of the user.

Edit User

10. There are two ways to edit an existing user.
    1. From the users list, click on three dots under the action column and select "Edit" for the specific user.
       
    2. On the User View Screen, click on the ‘’Edit User’’ button on the top right corner of the screen.
       
11. Make the necessary changes and click “Save” to save your updates.
    The user has been edited successfully!

Delete User

12. There are two ways to delete an existing user.
    1. From the users list, click on three dots under the action column and select “Delete” for the specific user.
       
    2. On the User View Screen, click on the ‘’Delete User’’ button on the top right corner of the screen.
       Note: Deleting a user refers to removing the user's profile and all associated data from the system. This action typically eliminates the user's access to the portal and any scheduled activities, ensuring they are no longer part of the active workforce.

Change User Password

13. There are two ways to change the password for a user.
    1. From the users list, click on three dots under the action column and select "Change Password" for the specific user.
       
    2. On the User View Screen, click on the ‘’Change Password’’ button on the top right corner of the screen.
       

Manage User Permissions

14. There are two ways to manage permissions for a user.
    1. From the users list, click on three dots under the action column and select "Manage Permissions" for the specific user.
       
    2. On the User View Screen, click on the ‘’Manage Permissions’’ button on the top right corner of the screen.
       
15. Select the desired permissions from the list, then click “Save” to apply them.
    

Check the Status of Users

16. To check the status of a user, go to the Users List Screen and review the status indicators in the top scopes bar for the current updates.
    
17. Click on the “Active” scope to view the list of all active users in the portal.
    
18. Click on the “Inactive” scope to view the list of all inactive users in the portal.
    Note: The status of the user can also be viewed in the ‘’All’’ list. The ‘‘Status’’ column shows whether a user is active or inactive currently.