To View and Edit Existing Users

Requires a login with administrator security privileges.

To view and edit existing users

1. Select Configure > User Settings.
2. Click the selector button and select a user from the list (DEMO in this example) to display the User Settings window:

   

From the User Settings window, you can:

• View and edit existing user records
• Add a new user
• Set up Workspace items for users
• Set up tabs in appointment books and on charts
• Choose to display the Appointment Book in a sidebar clipped to the right-hand side of the screen.

The following help topics describe how to perform these functions.

Options:

• The Password can be changed in the field, or you can tick the User must change password at next login which will force the user to select a new password.
  
  Alternatively, if your security requirements are low, you can set the password to never need changing.
• Security Group is a selection field.
• Workspace Items, Multi Column Appointment Tabs and Charting Tabs can be set up using the Setup buttons.
• Chart items that have been charged can be hidden from display on the treatment chart.
• If the current User File record is for a Provider, you can click the checkbox next to Always display appointment books to display the appointment book for the current provider in a sidebar clipped to the right-hand side of the screen:
  
  
  When the provider logs in to EXACT, it will open by default with the logged in provider’s single Provider Appointment Book, otherwise the default multicolumn Appointment Book (the one that is launched when the Appointments Workspace icon is selected) will be displayed instead. If the book selection is changed during use, the user’s last selection will be retained the next time EXACT is opened.

  This option is recommended for use on larger or widescreen monitors. If you find that your screen is a little crowded as a result, edit the Provider’s user file and un-check the Always display appointment books checkbox.

After making changes, click the Save button to save the settings then use the button in the top right corner of the window to close it.

You may need to close and restart EXACT for the changes to take effect.