Adding a New User

1. In the admin center’s side menu, click on Users (the little human icon 👤)

   1. Or visit: https://admin.doctorlogic.com/manage/authorization/userlist

2. From the page’s top menu, click Users then click the green Create New button

3. The new user will automatically have the Default Roles applied. You may adjust as needed. (in the case of most customers, the selections should be Customer Approver, Reporting, Opportunities, and Articles_Publisher.)

4. Fill in Email, Last Name, and First Name.

   1. Note: If the last name is not provided, try looking on the client’s website to see if it’s listed in a bio. If not, use the practice name as their last name.

5. Suite: Add the same suite name found in the main site home page under the “Suites“ section

   1. You can also find it by looking for any active user under the same customer or with the same email address

6. Check the Active checkbox, and click Create.

7. Repeat steps for each user

8. Once you are done making changes, click “Clear Authorization Cache”.