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8 STEPS

1. If you are an administrator of your practice HealthTracks account, you can add a user or modify settings. Select the settings gear icon on the top right side of the screen.

Step 1 image

2. Select the staff profiles from the drop down.

Step 2 image

3. To edit or delete a user, click on the 3 vertical dots on the right side of the specific user.

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4. Select the desired option from the drop down.

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5. You can create a new user by selecting the add new user option.

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6. Enter all of the required information and confirm what role you wish to assign to this user.

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7. Once user role is selected, you can select save at the bottom right side corner.

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8. You can also inactivate a user by selecting the status toggle button.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2302283/How-to-create-or-modify-a-user

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