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Kareo Help Center

Assign Web User Roles

Web Users Roles are available for Kareo Desktop Application customers with an account active prior to May 9, 2016. This feature lets you assign roles to users in the practice so they can access account functions and manage patients through Kareo's web application. Web User Roles can only be accessed and assigned by users on your Kareo account with the Administrator role.

Access Web User Roles

Click Settings on the top menu and select Web User Roles. The User Accounts window opens.

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Assign Web User Roles

  1. Click Edit on the right of the selected user's name. The Edit User/Provider window opens.
  2. Scroll down to Roles. Check the appropriate box(es) to assign user role(s).
    Note: Assigning System Admin as a web role also assigns the role to the user in the Desktop Application (PM). 
  3. Click Save Provider/User at the bottom of the window. The User Accounts window re-opens and the newly added role(s) display under the user's name.
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Log into Kareo's Web Application

Once a Web User Role has been assigned, the user can log into Kareo's web application.

  1. Open an internet browser, such as Google Chrome, Firefox, or Safari.
  2. Type in the top address bar and press Enter on your keyboard. The Kareo login page opens.
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  1. Enter the email address associated with your Kareo username and your password.
  2. Click Sign In.
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