smeMetrics allows you to have unlimited users on your account. The users could be your admin person, bookkeeper, debtors clerk etc. In this article we will show you how to add a new users as well what each of the user roles allows the user to do.
Adding a user.
To add a new user go to settings and scroll down to users. This will open the users page. Click on new and follow the below steps.
- Create a unique username.
- Add the users first and last name as well as email address.
- Select the user role.
- Create a strong password.
Once you have created the user , you can send the login information to them.
User Roles.
Admin ::
This is the administrator rights on the system. A user with this role can access the system settings and make changes to the settings. This user can also add new contacts, appointments, generate invoices, allocate payments etc. They have full access to everything.
Support ::
This user has limited access to the system. They can see the dashboard, activities, contacts and calendar. They can add new contacts, schedule appointments ect, but cannot invoice or allocate payments. This user type can also add notes but can only see the notes that they added to the system. The only setting they have access to is their own user information.
Billing ::
This user has more rights than a support user and can access billing. They can add contacts, schedule appointments, generate invoices and allocate payments. This user can also add notes but can only see the notes that they added to the system. Users with billing rights can also access certain settings which will allow them to update invoice, mail, calendar and business settings.
Supervisor ::
Users with this role type would normally be a locum or temporary staff member. This user type has the same functionality as a user with the support role, the only exception is that they can add notes and read notes that have been created by another user. This is so that if you bring in a locum they can see the patient notes on patients that they treat.