Edit, reset, or remove a staff account

Update a colleague's details, send a password link, or take away their access.

Useful for Clinic admin Doctor

  1. Open People, find the person and choose Manage on their row.
  2. Edit details changes their details or role; save.
  3. If they cannot sign in or forgot their password, choose Send password link. They are emailed a link to set a new one.
  4. When someone leaves, choose Remove, enter Your password and confirm: their sign-in is turned off.
  5. The same menu has Two-step sign-in (turn off their two-step sign-in if they lost their phone and codes), Sign-in activity, Billing (a doctor's payment set-up) and Issued records (what they issued). On your own row, Password and two-step sign-in opens My account › Security, where you change your own.

Common questions

What happens to a removed person's past entries?

They stay. Removing an account only turns off sign-in.

Get your clinic ready: first-day checklist The setup to do once, in a sensible order, before your first patient. Switch to DokEMR from another EMR Moving from another EMR? We can import your existing patients and records into DokEMR on request. Set up your clinic details and document branding Address, logo, and how your letterhead prints on documents.

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