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Kareo Help Center

Update User Email

Updated: 04/03/2020
Views: 370

System Administrators can update a user's login email if the previous email entered is no longer valid.

Update User Account Email

  1. Navigate to User Accounts then click on the user to open. The user account opens to the General tab by default.
    Tip_Icon.pngTip: When there are numerous users listed, use the Search user accounts box to enter all or part of a user's Name or Login email.
    Note: Accounts created after May 9, 2016 will see Web Users.
  2. Enter the user's valid Login email to which only they can access their emails for security purposes. 
  3. Click Save Changes. The user's login email is updated. 
    • If the user has Account Administrator permissions, enter "ADMIN" to confirm and continue when prompted.  
Desktop_UserAccounts_LoginEmail.png

Update Web User Email

  1. Navigate to Web User Roles then click Edit on the right of the user's name. The Edit User/Provider window opens. 
  2. Enter the user's valid E-mail address to which only they can access their emails for security purposes. 
    • If necessary, create a temporary password and/or edit the user's Roles, Additional Options, and Practice Access (if there are multiple practices within the account).
  3. Click Save User/Provider. The user's email has been updated.
Desktop_WebUserRoles_Email.png

 

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