Skip to main content

 

Kareo Help Center

Unlock User Account

  1. Last updated
  2. Save as PDF
Updated: 11/08/2020
Views: 5812

User accounts that have been locked can be reactivated at any time. System administrators can self-manage locked staff user accounts quickly without needing to contact Kareo Support.

Access User Settings

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

Select Locked User

  1. Click View Locked Users. A list of locked user accounts display.
  2. Click Unlock next to the user's name. If the selected user is a provider, the Reactivate Provider page opens, otherwise the Edit User page opens.
 Platform_UserSettings_LockedUsers.png

Reactivate Locked Provider

  1. Click to add the product(s) the provider should have access to.
  2. Make any necessary changes to the provider's account information.
  3. Click Unlock Provider. The provider's user account displays in the list of active accounts under User Settings.

Tip_Icon.png If the provider does not remember their password, advise them to click I've forgotten my username or password! on the Sign in page to reset.

 Platform_UserSettings_UnlockProvider.png

Reactivate Locked User

  • Click Unlock User. The user's account displays in the list of active accounts under User Settings.

Tip_Icon.png If the user does not remember their password, advise them to click I've forgotten my username or password! on the Sign in page to reset.

 Platform_UserSettings_UnlockUser.png