This article and accompanying video tutorial will guide you through the process of adding, managing, and inactivating users within your BestNotes account.

Permissions Required

• User Management

Visual Tutorial

• 00:05 Permissions required and Charge alert
• 00:17 Navigate to Settings
• 00:25 Add User
• 00:58 Update user details
• 5:12 Tag Notifications tab
• 5:25 Provider Setup tab
• 5:58 Calendar tab
• 6:08 Review user details and save user
• 6:13 Inactivate a user
• 6:43 Reactivate a user
• 7:04 Reset user password

Managing Users

1. Understand the permissions required and any charge alerts associated with managing users in BestNotes.
2. Navigate to the Settings section within your BestNotes account.
3. Proceed to add a new user to your system.
4. Update the details for an existing user as needed.
5. Configure the Tag Notifications tab for specific user notification preferences.
6. Set up the Provider Setup tab for users who act as providers.
7. Manage the Calendar tab settings for user scheduling and availability.
8. Review all user details and save your changes.
9. Learn how to inactivate a user when they no longer require access.
10. Discover the process to reactivate an inactive user.
11. Reset a user's password if necessary.

Pricing

For information regarding pricing related to user accounts, please visit https://www.bestnotes.com/pricing.