Users

The Users module is where you add and manage staff accounts for your clinic. It is an individual module and is restricted to users with the Admin role.

Accessing Users

Web App: Click Users in the left sidebar.

Mobile App: Open the side menu → Users.

User Roles

• Admin: full access.
• Dentist: clinical access.
• Receptionist: scheduling access.

Adding a new user

1. Click/tap Add User.
2. Enter their name, email, role (Dentist or Receptionist), and any required details.
3. Save: they will receive their login credentials.

Deactivating a user

If a staff member leaves, you can deactivate their account (they will no longer be able to log in). Their records remain in the system.