Managing user access is key to keeping your Office Ally account secure and organized. Using your Security Admin Account, you can add, edit, disable, or delete users with just a few clicks.
What You’ll Need:
When your Office Ally account was created, you received two usernames:
- Admin Username – for day-to-day use
- Security Admin Username – used specifically for managing user access
- This username typically ends with _SA (e.g., AdminUsername_SA)
Access the Manager Users Screen:
From Service Center:
- In Classic Service Center go to the Admin Section > Manage Users.
- Manage Users is not yet accessible from New Service Center.
- From Practice Mate or EHR 24/7:
- Select Manage Office > Manage Users
Manage User Access:
Add a New User
- Click Add New.
- Enter all required information
- Click Next, then Create User
Disable a User
- Check the box in the Disabled column for the user you want to disable.
- This prevents login but keeps the user’s data for future use.
Important: Disabling a provider with EHR access does not stop subscription charges. You must first disable EHR access by editing the user’s access and removing access to EHR.
Delete a User
- Click the Delete User icon in the Del column.
- This permanently deletes the user and any linked provider or staff data.
- Deleted data cannot be restored and can affect appointments or visit history.
- Read the warning and click Delete to delete the user.
Use Caution when Deleting a User
We highly recommend disabling users instead of deleting them. Disabling is safer and helps maintain the integrity of your account.
Benefits of Disabling instead of Deleting.
- Retains historical data – User-related data (appointments, records, logs) stays intact.
- Easily reversible – You can re-enable a user later if needed.
- Prevents accidental data loss – Deleting a user also deletes any linked provider or staff record, which cannot be recovered