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How to Enable eCM for Users

Master or Manager role => This article describes the steps to grant users access to the Clinic Manager.

Precondition is that eCM has been added on facility level for your organisation.

It then can be enabled per user in their user profile.

 

Search for the relevant user

For a Master user there are two ways to grant other user access to the Clinic Manager:

  • individually via the user's profile

  • via the USERS tab within a facility (see further down)

 

To bring up a specific user search for them with the top menu.

  1. Click on USERS.

  2. Enter the name or email address of the user into the Search field.

  3. Click on the entry to open the user information.
    ​

As a Manager user you access a user's profile via DEPARTMENTS.

Click on the relevant department.

  1. Select the user type you are looking for (here AUTHOR).

  2. Enter the name or email address of the user into the Search field.

  3. Click on the entry to open the user information.
    ​

The user profile

The below steps are the same for Master and Manager users:

  1. Click on the pencil icon to access the user settings.

 

2. Go to ECM SETTINGS.
​

 

3. Tick the box to activate eCM and SAVE the new setting.​

 

 

=> The user can now access the Clinic Manager at the top menu.

 

  • The above steps are the same for new users and existing users.

  • If you need to verify someone's eCM access you follow the above steps as well to look the current status up in the user's profile.
    As a Master user you can also look up the status as described below.

 

USERS tab within a facility

This option provides Master users with a handy overview and easy way of activating / deactivating the eCM service. Note that the table does not indicate in which department or user group the users are - if this is relevant you need to follow the steps above.

 

  1. Select the required organisation / facility.

  2. Go to the USERS tab.
    => All users of this facility are listed in the table.

 

3. In the column Clinic Manager you can easily view the status and activate or deactivate eCM for the users. Just tick or untick the box.

 

For further queries and questions, please do not hesitate to contact us on the Helpdesk or at support@tpro.io. © 2024