User Management
Overview
This article reviews the User Management features in Barti. Administrators have full access to manage staff members in their organization.
Admins can:
Add new staff members
Edit current staff members
Disable staff members
Re-enable staff members
Accessing User Management
Navigate to your profile in the top right corner
Click Settings
Select the Staff tab
Adding a New Staff Member
Click New Staff Member
Fill in the required fields:
Field | Required | Notes |
First Name | Yes | |
Last Name | Yes | |
Email Address | Yes | Used for login |
Username | Yes | Set at creation, cannot be changed later |
Temporary Password | Yes | Staff will be prompted to change on first login |
Role | Yes | Staff or Admin — Admins can manage users and org settings |
Primary Location | Yes | The location this staff member is primarily assigned to |
Suffixes | No | e.g. Jr., Sr. |
Credentials | No | e.g. OD, MD — displayed on signatures and letters |
NPI Type 1 | No | 10-digit NPI number |
License Number | No |
Click Save
Editing a Staff Member
Locate the staff member in the Staff tab
Click the 3-dot menu to the right of their name
Select Edit
Update the desired fields (username and password cannot be changed after creation)
Click Save
Disabling a Staff Member
Locate the staff member in the Staff tab
Click the 3-dot menu to the right of their name
Select Disable
Disabled staff members cannot log in. Their historical data (appointments, exams, etc.) is preserved.
Re-enabling a Staff Member
Locate the staff member in the Staff tab (disabled users are still visible)
Click the 3-dot menu to the right of their name
Select Enable
Notes
Only Admin role users can access the Staff tab and manage users
A staff member's Primary Location affects their default schedule view and location filtering throughout the app
To manage whether a staff member appears in the scheduling dropdown, see Adding/Removing a User from the Schedule