Apply a User Profile to an Existing iKnowMed User Account
To apply a User Profile to one or more user accounts:
Click APPLY USER PROFILE. The Apply User Profiles window opens.
Find and Select the Users
Choose which user accounts you want to update the Permissions and Preferences for. For larger practices, it may be quicker to filter the user list than to scroll through it.
To filter for user accounts associated with a location, enter a Location.
To find accounts with a specific Provider/User Type setting, enter that in the Provider/User Role filter.
To find a specific account, enter someone's name in the User filter.
To filter for accounts with at least one Permission Granted, click Yes. For accounts with all permissions set to None, click No. To see both kinds of accounts, click Show All.
Applied Filters shows each filter affecting the user account list. To remove a single filter, click the X for the filter. To clear all filters, click Reset Filters.
Check the box for each user account you want to apply a User Profile to.
Choose a User Profile to Apply to the Selected User Accounts
Find and select a User Profile.
Choose the Permissions and Preferences to Apply
Check the box for each Permission section you want to apply to the selected user accounts. Click View for a section to see how those Permissions are set.
Check the box for each Preferences tab you want to apply to the selected user accounts. Click View for a tab to see how those Preferences are set.
When you are ready, click APPLY USER PROFILE. A progress notification shows how many accounts iKnowMed applies the User Profile to.