To manage your clinic's users, you must have a role assigned to you that gives you editing permissions for Users. For more information on roles, see here.
In this article:
Create a new user
You can create new users for your Semble clinic from the Settings page:
1. Go to the Users tab.
2. Click New in the top right-hand corner.
3. Enter the new User details, such as title, name, and email.
4. Choose whether the user is a practitioner or not. Ticking this box gives you the option to enter additional credentials for the user, and also allows you to set up availability for them in the Appointments calendar.
5. (Optional) Upload a signature for the user. For more information on how to do this, see here.
6. Assign the user an access role. This determines the viewing and editing permissions that the user will have in Semble.
7. Fill out the user's Calendar settings. This determines the user's calendar view.
8. Tick and untick the Notification settings that you want the user to have.
9. (Optional) Enter the user's Healthcode Identifier.
10. Click Save in the top right-hand corner of the page.
The new user is sent an invitation email from Semble.
Note: New users are not fully set up in Semble until they click the Create account link in the email, and choose a password.
Edit a user
You can edit an existing user at any time from the Settings page:
1. Go to the Users tab.
2. Select the user who you want to edit.
3. Make the edits you want.
4. Click Save in the top right-hand corner.
Delete a user
You can delete a user at any time from the Settings page:
1. Go to the Users tab.
2. Click the more options icon next to the user who you want to delete.
3. Select Delete.
4. Confirm the deletion by typing the full name of the user into the deletion box, then clicking Delete. Note: Make sure you include any spaces or special characters in the name.
The user is deleted from Semble.