{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Create a user in Docman > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/create-a-user-in-docman\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/create-a-user-in-docman\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Create a user in Docman","date_published":"2017-03-03T14:51:39Z","date_modified":"2018-03-29T16:57:16Z","id":"https:\/\/help.docman.com\/knowledge-base\/create-a-user-in-docman\/","url":"https:\/\/help.docman.com\/knowledge-base\/create-a-user-in-docman\/","author":{"name":"Oliver Edwards","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/916760a3861c94b0f12d9658070815ac6150c9ba5291c9b5304733d70e0fdb9e?s=96&d=mm&r=g"},"summary":"On initial setup of Docman you may wish to synchronise the user list with the clinical system you use, if an integration has been configured. \u00a0If you need to create new users, here's how you do it!\r\nCreate a user profile\r\nNew user profiles are creat\u2026","content_html":"On initial setup of Docman you may wish to synchronise the user list with the clinical system you use, if an integration has been configured. \u00a0If you need to create new users, here's how you do it!\r\n

Create a user profile<\/h3>\r\nNew user profiles are created within the settings area of the system. \u00a0This is accessible from the notification bar at the top of the screen. \u00a0If you can\u2019t access settings you might not have the correct role assigned so speak to your System Administrator to help you with this.\r\n\r\nFrom within settings, choose the user sub-menu which will show a list of users that are already configured within Docman. \u00a0The action to create a new user is available at the bottom of the list.\r\n\r\n\"\"<\/a>\r\n\r\nFirst, you need to confirm some essential information about the new user.\r\n\r\n\"\"<\/a>\r\n[ht_message mstyle=\"info\" title=\"Mandatory fields\" \" show_icon=\"true\" id=\"\" class=\"\" style=\"\" ]In Docman, mandatory fields are marked with an asterisk (*). Additional validation prompts may also be shown for mandatory fields. [\/ht_message]\r\n\r\nIn addition to the mandatory items shown above, each user must have at least one role allocated to them.\r\n\r\nContact details, professional codes and details about a user's contractual relationship can all be added to their user profile in Docman.\r\n\r\n[ht_message mstyle=\"info\" title=\"Adding an email account to a user profile\" \" show_icon=\"true\" id=\"\" class=\"\" style=\"\" ]It's a really great idea to add an email address for the user to their profile. This means if they need to reset their password, they can do it without help from a system administrator![\/ht_message]\r\n

Edit a user profile<\/h3>\r\nEdit is one of the quick options available from the actions on the user list. \u00a0You can also choose to use the selected user to copy and create a new user profile (you'll need to make sure the username is unique if you do this!). \u00a0Or you could select the user name from the list to launch the user's profile to edit.\r\n\r\n\"\"<\/a>\r\n\r\nOnce you've update the user profile, you can use the update action at the bottom of the screen to confirm your changes and return to the list.\r\n

Make a user inactive<\/h3>\r\nIf a user has left the practice or is on leave and you'd like to remove them from the selection lists in Docman, you can choose to make them inactive. \u00a0There are two ways you can do this:\r\n
    \r\n \t
  • Use the quick action from the user list<\/li>\r\n \t
  • Launch the user profile by selecting the name from the list and change the user status within the profile<\/li>\r\n<\/ul>\r\nIn both scenarios, a reason is required.\r\n\r\nPLEASE NOTE:\u00a0<\/strong>It is your responsibility to ensure ex-users are made inactive within Docman 10 as soon as they leave the practice.","tags":[]}]}