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Assistant Users

Assistant users are additional accounts that work under your professional account. You can create users with different roles to delegate specific tasks.

Available roles

Role Description Access
Assistant Administrative assistant Calendar, patients (no private medical data)
Receptionist Appointment management only Calling system and waiting room

Assistant user list

Open Assistant Users from the side menu. The list shows:

  • Name: The assistant user's full name.
  • Username: Username for signing in.
  • Role: Assigned role.
  • Status: Active or Inactive.

At the top you will see how many additional users you can create.

Limit

You can create a maximum of 3 assistant users.

Create an assistant user

  1. Click New Assistant.

  2. Complete the form:

    • First name(s) (required): The assistant user's first name.
    • Last name: Last name(s).
    • Username (required): The username used to sign in.
    • Password (required): Password (minimum 10 characters, with uppercase, lowercase and numbers).
    • Role (required): Select Assistant or Receptionist.

  3. Click Save.

Edit an assistant user

  1. In the Actions menu, select Edit.
  2. Change the data you need.
  3. To change the assistant user's password, check the Change password box and enter the new one.
  4. Click Update.

Activate / Deactivate

You can deactivate a user temporarily without deleting them:

  1. In the Actions menu, select Deactivate or Activate.
  2. Deactivated users will not be able to sign in.

Delete an assistant user

  1. In the Actions menu, select Delete.
  2. Confirm the deletion.

Important

When you delete an assistant user, they lose access immediately.

View an assistant user's activity

You can review a log of the actions each assistant user performed in the system (for example, creating appointments, changes to patients, etc.). This lets you check who did what and keep internal control.

  1. In the assistant user list, find the user.
  2. In the Actions menu, select Activity (history icon).
  3. You will see a paginated list with the date and the action performed by the assistant user.

Tip

Review the activity periodically to detect unexpected use and to confirm that your staff are using the system correctly.

How an assistant user signs in

Assistant users sign in differently from the primary professional. For detailed instructions, see Sign in as an assistant user.

In short, they must select the Assistant option on the sign-in screen and enter:

  1. The primary professional's ID document.
  2. Their assigned Username.
  3. Their Password.