Understanding Users
Kate G avatar
Written by Kate G
Updated over a week ago

Introduction

Users are people in your organization with NikoHealth access. Admins can add, update, and disable user accounts. Admins also determine what access users have to the system and what actions they can take. Access can be assigned as part of a premade user role template or on an individual basis.

To more easily assign tasks, users can be organized into teams. These teams will all be notified of assigned tasks to make sure things get done.

If you are using the appointment scheduling functionality you can create availability for your users, this allows you to schedule appointments for that person.


Key Features

Custom Permission Templates

Admins can create sets of permissions for the software for a specific company role or job. These permission templates are called user roles and can be assigned to users with the click of a button to make granting access a breeze. Users can have more than one role to ensure they have all the permissions needed for their job.

Organize Users as Teams

Group users together in a team to assign tasks to multiple people at once. A task assigned to a team of users will notify each user in that team.

Create a User Schedule

Enter a user’s work schedule so that they’ll only appear as an option for appointments when they’re available.

Disable Inactive Users

Keep access to NikoHealth locked down by disabling the account of employees on leave or who have left the company.


Learn More

Now that you understand users, it’s time to work with them. Check out the articles below to get started:

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