If editing, choose a new access level in the dropdown menu and select the green Done button to save your changes.On the list, click Edit or Delete next to the selected user: Log in to the HotDoc Dashboard using your existing user account and navigate to Setup > User Accounts.
#Clean email login update
To update or remove the access level of other users in the HotDoc Dashboard, you must have Dashboard and Sidebar access or Dashboard only access for your own user.
#Clean email login password
There, they will need to select Set My Password or click the link within the email, which will redirect them to a page where they can activate their account with a name, password and acceptance of our Terms of Service. The user will be sent an invite to the email address.If correct, select Send Invite one more time. You will be asked to verify the details again.After you have chosen your settings, select Send Invite.A box will appear and it will ask you to enter the email address and choose the appropriate access level that you would like to assign to that user.If the email is not setup, select Invite new User. If an email address has already been linked to a user account, you will need to ask the owner of that email to reset their password to gain access again.Depending on when the user was created, you may see a name beside their login details.
#Clean email login how to
Please follow the steps below to see how to create a user account: If you don't, you may experience login issues particularly with the Sidebar.If you have more than one practice location with seperate Dashboards, you will be required to register a user account for each of the locations using different emails.This allows you to decommission users if they leave the practice so only active employees will have access to sensitive Dashboard or Sidebar data.We recommend you create a unique user account for each person at the practice who will need access to the HotDoc Dashboard or Sidebar.There are a few things to note before setting up your user accounts: How to create a User Account to access the Sidebar/Dashboard How to create a User Account for Practitioner View.How to create a User Account to access the Sidebar/Dashboard.Please follow the steps in this article to see how to create, edit or delete a user account. Each user account can be set with specific privileges, which allows you to control who accesses what data.However, you can set up multiple user accounts for your practice A user account is already setup as part of your practice's sign up and onboarding process.To access the HotDoc Dashboard or Sidebar, you will require an active user linked to an email address and a password. Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate - Dental4Windows - HotDoc Calendar