Learn how to create unique user logins for staff by viewing an interactive guide or step-by-step instructions.

How to add an employee that will use the time clock

1. In the Main Menu, go to Lists.
2. Click Employees.
3. In the Employees window, click the Add button.
4. In the Employee Edit window, enter the employee's information.
5. Click Save.

To add the employee as a user, see steps for Adding a New User.

How to add a new provider (or hygienist)

1. In the Main Menu, go to Lists.
2. Click Providers.
3. In the Provider Setup window, click the Add button.
4. In the Provider Edit window, enter the provider's information.
   • If the user is a hygienist, check Secondary Provider (Hyg).
5. Click Save.

To add the provider as an employee who will use the time clock, see steps for Adding an Employee.
To add the provider as a user, see steps for Adding a New User.

How to add a new user

1. In the Main Menu, go to Setup.
2. Click Security Add User.
   • Alternatively, in the Security window, click the Add User button.
3. In the User Edit window, enter a username for the employee.
4. If using the Time Clock, select them from the Employee list.
5. If the user is a provider, select them from the Provider list.
6. Select the User Group(s) to determine Permissions.
7. Determine password settings:
   • To create a temporary password for the user, click Create Password and Save.
   • To have the user reset the password upon first login, check Require Password Reset.
8. Click Save.

Additional Resources

See our video: Security and User Permissions Webinar.
See How to Set Up User Group Permissions for detailed instructions and an interactive workflow on editing user permissions.

• Employees
• Providers
• Security
• User Groups
• Security Badges
• Alert Subscription