To give a person sign-in access to SmartFlow, a practice manager makes a user account for them. To make a user account, do this procedure.

1. Select the user account button.
   
   SmartFlow shows more settings.
2. Select SETTINGS.
   
   SmartFlow shows a General screen.
3. In the SECURITY section, select Users.
   
   SmartFlow shows a Users screen.
4. In the FIRST NAME box, enter the first name of the person of the user account.
   
5. In the LAST NAME box, enter the last name of the person of the user account.
6. In the EMAIL box, enter the email address of the person of the user account.
7. In the ROLE box, select the applicable role of the user account.
   
8. Select Save.
   
   SmartFlow shows the Adding new users dialog box.
9. Select Add Users.
   
   Note: If you want to give the staff member access to the SmartFlow university at the same time, select Add Users with Trainings:
   
   
   SmartFlow shows the User Added dialog box.
10. Select OK.