The User Profiles list with the Apply User Profile button highlighted
The Apply User Profiles screen
The Apply User Profiles Search Users section
The User Profiles list with the Apply User Profile button highlighted

Apply a User Profile

After creating or editing a User Profile, it is time to apply it to one or more user accounts. In the Users area, click APPLY USER PROFILE.

The Apply User Profiles screen

About the Apply User Profiles Screen

Applying a User Profile has a few high-level steps:

  1. Find and select one or more user accounts

  2. Choose the User Profile, the Permissions, and the Preferences to apply

  3. Apply the profile to the user accounts

Let's look at each step in detail.

The Apply User Profiles Search Users section

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.

Check the box for each user account you want to apply a User Profile to.