User Management

User management allows you to configure your users. With these three sections, you can invite users, configure their profession and set up their access rights.

Invite a new user

If you have an employee to invite, you can follow these steps:

1. Click on My Clinic
2. Click on the User Management tab

3. Click on the upper right (+) Invite a new user 

   

Important: This (+) Invite User button will not be available if you have no remaining license.

Please contact the support department for licensing additions: support@medexa.com

Once the person has registered via the registration email, please follow the following steps to set up their new license.

* Note that you will not see the license appear in the list of accounts on your database until the new user has created their account via the invitation email.

** Disconnection of your Medexa account might be necessary to display the new user under the accounts section if the person is registered right after the invitation’s email is sent.

Configure employee account

Access rights

1. Click on My Clinic
2. Click on the User Management tab
3. Click on Access Rights 
4. Select the access rights you would like to activate for an employee
5. Click on Save changes

Settings

1. Click on My Clinic
2. Click on the User management tab
3. Click on the employee’s name
4. Fill in the fields in the Information and Practice profiles section
5. Make sure to save at the end of each section

Assign services / Set schedule (per service point)

1. Click on My Clinic
2. Click on Points of service tab
3. Select the points of service where the employee is located 
4. Click on Employees tab

* If the employee is not in the list, click on "Add/Remove an employee", tick his name and save.

Services tab

1. Go to Services tab
2. Click on Assign services to employees
3. Click on the desired point of service 
4. Select the employee that you want to assign services 
5. Click on « Assign/Unassign »
6. Check the services offered by this employee at this point of service
7. Click on Save changes

To set up the schedule (start and end times of working days per employee)

Set the start and end times of the days worked by this employee at this point of service

1. Click on My clinic
2. Click on Points of service
3. Select the desired point of service where the employee will work

4. Click on Employees

   * If the employee is not in the list, click on "Add/Remove an employee", tick his name and save.

5. Click on Availability (next to the employee's name)
6. Configure the start and end times of the days worked by this employee at this point of service
7. Check « Day off » on the days when this employee does not work 
8. Click on Save changes

Important: It is possible that an employee works at a clinic in the morning and at another clinic in the afternoon.

All you have to do is configure the start and end time corresponding to the hours worked in the morning for the first point of service and enter the start and end time corresponding to the hours worked in the afternoon for the second point of service.

Set up the employee's services and schedule for each of the service points where the employee works.

Don't forget to tell your employee to go configure ++his professional signature++ via the “My Account” section at the top right.

How to deactivate a user

Medexa allows you to easily deactivate a user when a professional leaves your clinic. This will release a license to invite a new user to join your team.

To deactivate a user, here are the instructions to follow :

1. Go to My Clinic
2. Click on User management
3. In the Users section, click on the name of the user whose account you need to deactivate
4. Click on the Disable button in red

The user will end up in the Inactive section. At any time, it is possible to reactivate it by clicking on the Reactivate button in yellow.