Add a New User

We do not charge per user, so you are able to create as many users as you need!

Follow the steps below to add a new User.

  1. Select Account Administration > User Management.

  2. Use the Manage User for Customer drop-down to select which customer to access.

  3. Click on the Add User button.

  4. Enter the new user’s credentials:

    1. Username: The user will use this username to log into CollaborateMD. 

      Tip: This can be as simple as the user's first and last name (e.g., janedoe) first initial and last name (e.g., jdoe) or first name and last initial (e.g., janed). Usernames cannot be changed once saved.

    2. Type: Select the type for this user.

      Note: You must be an Auth Rep to edit this field.

    3. Status: Select the status for this user.  

      1. Active: Users in the active status are able to log in and access CMD. 

      2. Suspended: This should be used as a temporary status. Users in the suspended status will not be able to access CMD. 

      3. Deleted: Users in the deleted status will not be able to access CMD. This status should be used for users who no longer work for your organization. 

    4. Last Name: The user's last name.

    5. First Name: The user's first name.

    6. Middle Initial: The user's middle initial.

    7. Title: The user's title i.e. Front Desk, Office Manager, etc.

    8. Email: The user's email address.

    9. Phone 1 (Ext 1): The user's first phone number followed by the extension.

    10. Phone (Ext 2): The User's second phone number followed by the extension.

  5. Configure this user’s Permissions:

    1. Assign to an existing permission role: Assign permission to this user using a predefined role (recommended). Please visit our Permission Roles Help Article for more information.

    2. Set custom permissions: Manually define this user’s permissions.

      1. Use the Category drop-down menu to navigate between the sections of the application.

      2. Check the Show Permission Descriptions box to see descriptions of each permission.

      3. Use the Permission Level drop-down menu to set the permission level for each permission.  

  6. Grant Customer Access to this user:

    Note: User permissions must be configured per customer that they have access to.

    1. Check the box in the Access column for the customer accounts this user will be able to access.

  7. Optional: Configure this user’s Access Hours  if you would like to limit when this user can log into CMD.

    1. Check the “Restrict user's access to the CollaborateMD application based on the time/day” Box

    2. Use the drop-down menus to choose when the user can log in.

    3. Configure the user’s Scheduler Department Permissions: Determine if this user has access to the different departments in the scheduler section of CMD.

      Note: This setting is only applicable if the department has the option to enabled to “Enable Department level access controls.”.

    4. Check the box in the column to set the permissions this user has in each department.

  8. Click Save.