– On the Setup tab, click Site Configuration and select Add, Edit Usernames and Passwords.

– Click new user one and overwrite with your username of your choice.

– Or if you need to add a user, click ‘New’.

– Add the desired username, you can use the first name or last name; this is internal only.

– Add a password if you are creating your own, but the password can be left blank for now, and the user can set their preferred password when they log in for the first time.

– The next item is the position; add the position, e.g., front desk, billing, or employee.

– You will need to select the email permission level as well.

– We suggest full access only for the practice owner.

– Full Access can see all internal emails.

– Manager can see their own and the Staff’s emails.

– Staff can only see their own emails.

– Under doctor’s permission, select Practice (for multi-doctor practices, check with TDO support).

– Checking ‘Strict Security’ will ensure the user sets a strong password and updates it regularly. (This is optional.)

– Checking ‘Process Credit Card Payments’ will enable the user to initiate credit card transactions through an integrated processor.

– Use the inactive option when a user is no longer working at the practice; keep the user’s name for record-keeping purposes.

– Click the ‘User Roles’ tab to select a role for this user.

– Only one role is necessary per user.

– You can click ‘Edit Roles’ to modify available menus and functions or create a new user role.

– When starting out, use the pre-set roles until you become familiar with the system.

– Log out and log back in for changes to take effect.