Accessing the Users Overview
Go to the users tab. This will open the Users Overview.
In the overview, you'll see User's Names, Email, Status, and User Creation Date.
You can sort the list in ascending or descending order by clicking on the column header.
A search bar is also provided in case you need to find a specific user.
Creating a User
At the top right of the users overview, you'll see the Create User button. Click on it to open the Create User Form. Complete the form and click on the Create User button once done.
In the form, you'll see 2 sections. User Details, and Organization Details.
User Details
In this section, you must provide the following:
First and Last Name
Email Address
Password (Also has an option to Generate Random Password)
Organization Details
In this section, you will see the following:
Organization
In here you'll find a dropdown list of organizations to select from. Please select which one the user will be a member to. If the organization is not on the list, please contact us.
You'll see 3 types of organization in the list.
Distributor
Practice
Medflow
Organization Role
Roles differs depending on the organization.
Each role has their own set of permissions.
Organization Roles
Practice
Practice Owner
Practice Staff
Practice Provider
Practice Manager
Practice Admin
Practice Accounting
Practice Base
Practice Medical Biller
Medflow
MedFlow Staff
MedFlow Manager
MedFlow Admin
MedFlow Accounting
MedFlow Base
MedFlow Onboarding
MedFlow Sales Manager
MedFlow Inventory Manager
Distributor
Distributor Owner
Distributor Staff
Distributor Manager
Distributor Admin
Distributor Base
Additional Sections
There are 3 sections that you can also add to the user profile. You can find them at the end of the profile.
Address Information
Please do not use PO Box Address
Please complete the City Name
Contact Information
Billing Information (Tax ID)
Updating Existing User Profile
Find and select the user you wish to update. Just make sure to click on Save button once you're done to save the changes.
Open the user's profile (double click on the name, or go to the user's settings on the right and click edit)
In User Details Section, you'll see the user's name, email, and contact number. You can update it by clicking on the Update User Details button. You also have the option to deactivate the User.
At the Organization Details, you'll see the organization role and permissions. You can update the role by using the dropdown button and selecting from the options.
You can view the user's permissions and access the permissions page by clicking the View Permissions button.
At the Contact Information section, you can update the Phone Number and Email of the user.
You can also add address and billing details using the add buttons.
Additional Sections
Address Information
Please do not use PO Box Address
Please complete the City Name
Billing Information (Tax ID)
Managing Permissions
Go to the Users Tab. Find or create the user that needs permissions or updates.
You can use the search bar, or create user button.
Open the user's overview. In here you'll see the User's Details, Provider Details, and Organization Details.
In the Organization Details, you can see the Organization Role. Each existing role in the portal has it's own default permissions preset. You can change the role through here. If you wish to modify the permissions, just click on the View Permissions button to open the user's permissions page.
In the Permissions page, you'll see the list of section, member's permission to Create, Read, Update, and Delete, and a button to override. You can make changes to existing sections by clicking on the override button.
To add sections, click on the Add Permission button to open the request form. Complete the form and submit.
Changing User's Password
To change the user's password, just go to user's settings on the users overview, click on the change password button, and input the updated password.
