You use the All Users screen to view and manage all users and their program assignments. You can search for users on this screen, or use the View drop-down to select whether to view all users, users assigned to a program, or users not yet assigned to a program.

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Assign unassigned users to a program

1. On the navigation bar, click All Users. All users for your institution are displayed. In the Program column, you can view which program they’re assigned to. If they’re not assigned to a program, an Assign button is displayed.

2. For an unassigned user, click the Assign button. The Assign Clinician panel appears on the right.

   

3. Click the Please make a selection drop-down and select the programs for which the user should be assigned.

   

4. Click Assign to Program(s). The program(s) the user is assigned to is now displayed.

Manage program assignments

You can change which program(s) a user is assigned to, or remove all assignments from a user.

1. On the All Users screen, find the user for which you want to manage their program assignments.

2. Click the more menu with the three dots on the right.

3. Select Manage Programs. The Assign Clinician panel appears on the right.

   

4. Click the Please make a selection drop-down and select the program(s) for which the user should be assigned.

   

5. Click Assign to Program(s). The program(s) the user is assigned to is now displayed.

Delete a user

1. On the All Users screen, find the user you want to delete.

2. Click the more menu with the three dots on the right.

3. Select Delete Clinician.