User Management
User Management
Section titled “User Management”Manage the users in your Quilted EHR organization.
Inviting users
Section titled “Inviting users”- Navigate to Settings > Users.
- Click Invite User.
- Enter the user’s email address and select their role.
- Click Send Invitation.
The user will receive an email with instructions to set up their account.
User roles
Section titled “User roles”| Role | Description |
|---|---|
| Admin | Full access to all settings, user management, and clinical features. |
| Clinician | Access to patient records, charting, and scheduling. |
| Staff | Limited access to scheduling and basic patient information. |
Deactivating a user
Section titled “Deactivating a user”- Go to Settings > Users.
- Find the user and click Deactivate.
- Confirm the action.
Deactivated users lose access immediately but their activity history is preserved.