Manage Users

Location: Admin

To add a user:

1.Click MENU > Admin > Users.

2.Click New.

3.On the User Information tab, enter:

•First Name

•Last Name

•Username

•Password

•Must be at least 8 characters (maximum of 30 characters)

•Must have at least one upper case letter

•Must have at least one lower case letter

•Must have at least one number or special character

•Must not contain user name

•Confirm Password

•Updox Email

•Direct Address

•If this user needs access to the Admin functionality, click the Admin checkbox.

•If this user is the Updox Account Holder, click the Account Holder checkbox.

•If using Faxing, select a default fax coversheet to use when the user sends faxes (optional).

4.In the Direct Messaging Provider Directory section, enter (optional):

•Specialty Classification

•Specialization (this is a sub-category of the Specialty Classification)

•National Provider ID (NPI)

5.If the user does not want to be listed in the provider directory, select Provider Directory Opt-out.

6.On the Settings tab.

•Change the default settings as needed.

7.On the Notifications tab.

•To notify this user by email upon receipt of items in Updox, select the applicable type(s), then,

•Enter the user’s email address.

8.Click Save.

To change a user:

1.Enter the user's name in the search/filter box.

2.Click on the user.

3.Change the values as needed. 

4.Click Save.

To inactivate a user you no longer need:

1.Enter the user's name in the search/filter box.

2.Click on the user.

3.Uncheck Active.

4.Click Save.