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Add and manage account users
Add and manage account users

Add users to your account to allow access to only the tasks you want them to perform.

Daniel Wittekind avatar
Written by Daniel Wittekind
Updated over a week ago

Account users are different than account contacts. Users have their own log in credentials and selected access to your account. To add someone who should only receive emails for billing and/or service updates, set up an account contact.

Creating users for your account is helpful, especially if you have staff that manages different aspects of your practice. You may want your staff to create presentations or VMcast loops, but not add services to your account. With user accounts, you'll have complete control over each user’s permissions.

Primary User

Every ViewMedica account has a primary user who has complete access to all features of our service. They can add or remove services and subscription content, change billing information, and everything else that can be done in the ViewMedica administration area. There can only be one primary user. Only the primary user can add or remove account users.

Add a new user

  1. From your Dashboard, click “Manage Users” under "Account Settings".

  2. Click the “Add New User” button to create a new user.

  3. Create a username and password and enter the contact information for the new user.

  4. Click “Save.”

  5. Assign permissions for the new user. Use the preset permissions at the top of the page (Web Manager, TV Manager, or Administrator), or select “Custom” and check the boxes next to the access you want the user to have.

  6. Click “Save” when you're finished.

Delete a user

To remove a user, click the minus icon (⊖) to the right of the user block.

You can also give the same permissions to several users by creating a user group.

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