New User Account
Creating a new user account allows application administrators to invite a new user and manage the information and settings for that account. This includes tools for locking user accounts or resetting passwords and ensures HIPAA compliance.
When you create a new user account, you will assign a security group to the user; the Kareo application is pre-configured with a default set of security groups. If you want to modify a security group or create a new one, see Edit Security Group or New Security Group.
To create a new user account
Click Settings > Security > New User Account.
When you have entered the information and selected settings, click Save.
At the Reset Password window, enter a temporary password for the new user.
Click Save.
- Email: Enter the user’s email address.
- User Role: Select a user role for the user.
- Name, Address, Phone: Enter the user’s name, address and phone number(s).
- Groups: Assign a security group to the user. Highlight the security group in the right column and click the top arrow to move it to the left.
- Practices: Assign a practice to the user. Highlight the practice in the right column and click the top arrow to move it to the left.
- Effective Permissions: View security group permissions (this is a read-only window). To change permissions for a security group, see sections Edit Security Group or New Security Group.
- Notifications: Select notification settings for the user.
Still need help? Contact support here.