Change the role of a user account
SmartFlow user accounts have roles. The roles have different permissions. A practice manager can change the role of a SmartFlow user account.
Make sure that your user account has the level 6 role.
Note: You cannot use the iPad app to do this procedure. You must use the web app.
- Select the user account button.SmartFlow shows more settings.
- Select SETTINGS.SmartFlow shows the General screen.
- In the SECURITY section, select Users.SmartFlow shows the Users screen.
- Select the arrow of the ROLE box of the applicable user account.SmartFlow shows each role.
- Select Save.