Skip to main content

 

Kareo Help Center

Edit, Delete, or Lock User Account

Updated: 04/15/2020
Views: 2392

System Admins can edit user account information and permissions as roles change within your practice. If the user should no longer access the practice,  delete or lock the user account. Deleting the user will permanently remove the user from the practice. Locking the user makes them inaccessible to the system and can be unlocked at a later time.

Access User Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click User Settings. The User Settings page opens.

Platform_Settings_UserSettings.png

Edit User Account

  1. Click Edit to the right of the user's name. The Edit User page opens.
  2. Make desired changes to the user's account information.
  3. Click Save User.

Note: It's recommended that the user log out and log back in to view updates to account information.

Delete User Account

  1. Click Edit to the right of the user's name. The Edit User page opens.
  2. Click Delete User. The Delete Account pop-up window opens.
  3. Click to select "I confirm this action".
  4. Click Submit. The user is deleted from your Kareo account.
Platform_User_DeleteUser_Confirm.png

Lock User Account

Locked users remain in the system and can be reactivated when necessary but should not be repurposed for a new user.

  1. Click Edit to the right of the user's name. The Edit User page opens.
  2. Click Lock User. The Lock Account pop-up window opens.
  3. Click to select "I confirm this action".
  4. Click Submit. The user is locked from your Kareo account.
Platform_User_LockUser_Confirm.png