Granting client access to a user means they will be able to see your organization or team's client roster. Your client roster can be uploaded in many ways:
Via an integration (HL7, API)
Flat file import
Manual creation of clients
If your staff member's account needs to be deactivated, it is always best practice to turn off their client access in addition to deactivating their account.
When adding a new user...
Add your staff member following the directions described in the Add new users article.
After hitting save, the user is now created.
On their profile, select the blue Edit Profile button.
4. Select the Client Access toggle. It will change to green, indicating that you are granting them client access. Select it again to change it to gray to turn off their client access.
5. Hit Save and the user's profile has been updated.
When editing an existing user...
Find the user's profile by searching for them in the Users tab of your navigation bar. Check out how to do this in our View and edit user info article.
While on their profile select the blue, Edit Profile button.
If the Client Access toggle is green, select the toggle to turn off their access. It will change to gray to let you know their client access has been turned off.
Click Save and the user's profile has been updated.