How to Manage Administrative Roles and Changes in Updox Accounts
Maintaining proper administrative access and roles within your Updox account is essential. This guide will provide an overview of the admin role, how to identify the admin user, and the steps necessary to update administrative roles if changes are needed.
The Role of the Admin in Updox Accounts
Adminstrative access can be granted by any other Updox Admin or Account Holder
Permissions can be added for your user profile from Admin - Users
The admin user of an Updox account is responsible for managing key account settings. Their privileges include access to:
Users
Queues
Practice Information
Practice Settings
Secure Text Settings
Messenger Settings
Inbox Buttons
Patient Portal
Tags
Fax Settings
Advanced Fax Routing
Fax Coversheets
Form Management
Templates
Scheduling
Printer User Mapping
Billing
Measures Reporting
The Blocklist
EHI Export
System Folder Management
SMS Registration Information
Having a designated admin ensures that the account is properly maintained and secure.
Steps to Change the Account Holder
If the current Account Holder is no longer present and administrative changes are needed, follow these steps:
Update the Account Holder: - Assign a new account holder to maintain the billing contact and administrative access.
If you are the current account holder, navigate to the Admin Menu.
Click on Users.
Select the user that you want to designate as the account holder.
Check the Account Holder box in that user's settings.
Click Save.
Provide Required Information: - If you are not the current account holder, do not have access to the account holder user and the account holder is no longer employed: Submit necessary details about the new designated account holder to the Updox Customer Support, who will facilitate the change.
Assign Additional Admin Users (Optional): - Ensure redundancy by assigning multiple admin users when necessary to prevent similar issues in the future.