Support Center

How to Add a New User to my account and Set Permissions

Last Updated: Sep 23, 2016 10:23AM EDT
User Accounts is a feature in EasyRx that allow your lab/practice to create individual logins for your staff. This allows those users to send/receive messages via our new Message Center, have their own account to login with instead of using your administrator login, and for you to be able to add a layer of accountability to your staff's EasyRx usage. 

User accounts are also important for Alert Notifications. You can read about what Alert Notifications are here. 

Practices: In your account you can create and manage an unlimited number of user accounts. User accounts are individual logins that are linked to your EasyRx portal. This is a great way to track clinicians and other staff who might need to edit, create, or change prescriptions. Login information is tracked in a prescription's revision history, so with these accounts, you can give view and hold your users accountable for their changes. Permissions can be set per user to hide sensitive information and prevent users from deleting scripts. To access the accounts navigate to your accounts setting by clicking on your name dropdown at the top left corner of the screen, then choose account settings.  Click "user accounts" to create another account. 

For Labs: Labs that have Premium and Enterprise plans can create User Accounts. 

This is very important to manage - if you have an employee that leaves or is no longer with your practice, we suggest setting their user account to "inactive" to avoid future logins.

You will have the ability to create an account with three types of permissions:
1. You can restrict a user from editing saved prescriptions
2. You can restrict an account from seeing financial data such as invoices
3. You can create a lab technician account which only gives a user access to view prescriptions in a table that were sent to an in-house lab (only EasyRx Practice Premium account can manage in-house labs).

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