Introduction:

"Users" in the Legwork system are accounts that can log into your Practice Marketing software. For example, office managers, receptionists, doctors, etc. Users can also be archived (removed). Practice Marketing never deletes a user; the user is archived and can be unarchived if the account is needed again.

Instructions:

1. Click on your account name in the top right corner
2. Click Settings 
3. Under the list of Settings Click on Users.

Adding a user

1. Click on +Add a User.
2. Enter the information for the account
   The First and Last Name fields are required when creating a user.
3. The Email Address field is the final required field when creating a user.
   Email address 
   • NOTE:  The user account email address must be unique and cannot be the same as an existing patient’s email address on file.
4. Click Create User.
5. This action will automatically queue a password setup email so the new user can access the software.  Please note: If during the account creation, the checkbox Do not send password setup email was checked. The user will need to click on the Forgot Password on LWCRM.

Archiving (removing) a user

1. Click on the user you want to archive.
2. Click on Archive (located on the right side of the sub menu; looks like a box)
   • 
3. Click Yes on the prompt to change the status.
4. The user will no longer appear in the list of active users.

Unarchiving a user

1. Click on Archived checkbox located under the search field for user.
2. Click on the user that needs to be restored.
3. Click on Activate Patient (the thumbs up)
   • 
4. The account will be resorted. 

Escalation:

If any issues are encountered adding or archiving users, please contact Support for assistance.

Submit a ticket: https://www.planetdds.com/im-a-client/ 

Phone: 877-311-4690