Get Support
Schedule a Demo!

Editing Users

< 1 min read

Administration · Users

Editing Users #

Review and update an existing user’s visible account, practice, and security settings.

Sanitized Phoenix User screen showing required account fields, sign-in options, account and practice status, security template, and administrative permission

Find and edit the user #

  1. Select Admin > Users.
  2. Locate the record using Quick Code or navigation.
  3. Confirm Quick Code, Full Name, and Windows User Name.
  4. Press Ctrl+E to edit.
  5. Change only the intended fields.
  6. Select Save or press F2.
  7. Reopen the record and verify both status areas.

Review security and practice details #

  • Account Status and sign-in options
  • Practice User Status and Disable Access On
  • Security Template and permission tree
  • This user has administrative permission to this practice

Keep routine profile edits narrow

Do not change password behavior, Windows-only sign-in, account or practice status, or administrative permission unless the request explicitly includes access changes.

Printable PDF
Updated on September 18, 2026
Table Of Contents