Accessing User Accounts Manager
On your ProClient dashboard, click on your name, then settings. You will see a page with several action buttons. Click on the one that reads “Users.” This will take you to the User Accounts manager.
Team Members List
You will see a tabled list of all existing and active user accounts (also known as team member accounts). The accounts are listed by user name, email address, status, and role.
By default, only the users with active status are listed. You can click on “Show inactive” to view all user accounts.
Changing a User's Role
Clicking on a user name will take you to their user profile.
You can edit the following fields:
- First Name
- Last Name
- Phone - Mobile
- Phone - Work
The Role selection menu provides a number of options. Select the role you wish to assign to the user.
After you finish editing the user's information, click on “Save Changes” to confirm the changes.
Modify a User's Status
You can remove someone as a ProClient user from their profile page. Click on "Remove From Account." You will get a pop-up asking you to confirm that you want to remove the user. Click on "Remove" to confirm their removal.
"Make Inactive" will change a user's status from active to inactive.
"Send Reset Password Link" will send the user an email message with instructions on resetting their password.
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