Add a New User in Practice Mate

To add a new user in Practice Mate, you must be logged in with a Security Administrator account (denoted with "_sa" or "_SA"). Only these accounts have permission to manage users and roles.

Steps to Add a New User:

1. Log Into Practice Mate with Your Security Administrator Account
2. Navigate to Manage Users
   
   • Go to the Manage Office tab, then select Manage Users from the menu. This option will be visible only to Security Administrator users.
3. Click Add New
4. Enter User Details and Assign a Role
   
   • Fill in the required details for the new user, such as name, email address, and username. Be sure to assign the appropriate role or permissions based on what access the user will need.
5. Save the New User
   
   • Once all the information has been entered, click Save. A confirmation message will appear once the user has been successfully added.
6. Next Steps (optional)
   
   • The new user can now log in.
   • You may also adjust their role or permissions at any time under Manage Users.

Keeping your user list current ensures appropriate access and supports secure system use.