Creating and Modifying Users & Teams

Creating and Modifying Users & Teams

Review User List

Practice Admins can view the user list for the Xeppo Portal from Admin > Users.

In this area, you can:

• Review users that are currently enabled and their role
• Add a new user
• Modify or disable existing users
• Impersonate a user

Create a New User

To create a new user:

• Click on the Create User button
• Enter the required fields - First and Last Name, Email, Password and Confirm Password
• Select the appropriate user role
• Ensure the Notify User checkbox is ticked
• Click Create - the user will be sent an email with their login details and can change their password once they have logged in for the first time

Role Types

It is essential that the correct role is assigned to each user. Please note that Practice Admins have full access to Xeppo and this should be considered as part of your security practices.

• Practice
  The recommended role type for staff within your practice as you can enforce security rules.
• Practice Admin
  Full access, hence this should be restricted in its use.
• Client
  Allows for your clients to have restricted access to their data.

Modify an Existing User

Open an existing user by clicking on the User Name link in the Users list. Below is overview of the key features within a user profile.

Summary Tab
Modify the First Name and/or Last Name. Please note that email addresses for existing users can not be changed by a practice. If this if required please send your request to Xeppo by raising a ticket in the Support Centre or via email to [e-mail].

Authentication Tab
You can Disable a current user, revoking their access to Xeppo. For users who have been disabled previously, their access can be reinstated by re-enabling them in this area.

Authorisation Tab
Review or change a user's Role. The Manage Permissions section will also display for Practice and Client users. For detailed information about this area see Manage Permissions.

Audit Tab
View the user’s activity log.

Resetting Passwords

A user can change their password via the User menu as shown below. If a user is unable to access Xeppo to change their password they will need to send their request to Xeppo by raising or ticket in the Support Centre or email to [e-mail].

Teams

A Team allows you to associate Users to a Team that reflects how you operate within your Practice. You can have as many Teams as you like. A user can belong to one or many teams.

Teams are used to:

• Manage security group access (saving having to add/remove users individually)
• Within the Sales App to track Leads and Opportunities by Team

The video below shows how to add teams into a Security Group. For more information on Teams see Managing Security Group Users & Teams.