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Kareo Help Center

Assign Web User Roles

Assign Web User Roles to help clients easily manage patients and get just the right amount of visibility into their collections through Kareo's web application. Web User Roles can 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.
  3. 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 Kareo BillCo Desktop Application. Click to learn how to remove the Administrator role from the Desktop Application.
  4. 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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Remove Administrator Role from Desktop Application

  1. Hover over Settings in the top menu and select User Accounts. The User Accounts window opens.
  2. Click on the desired user name in the list. The user account details open.

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  1. Click Permissions at the top of the window. The user permission settings open.
  2. Click to uncheck the "Administrator" box under Preset User Account Permission Settings.
  3. Scroll to the bottom of the window and click Save Changes.
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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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