What do I need before I create a user?
Have this information ready:
The user's first name
The user's last name
The user's email address. This becomes their username.
Which fields are required?
Only these four fields are required:
First name
Last name
Username (use the user's email address)
Password
All other fields are optional.
How do I create a new user?
In the left-hand menu, click Inbox.
Click Admin in the top right, then click Users.
To check that the person isn't already set up in Updox, search for them in the filter field.
Click New in the top right.
Enter the user's first name and last name.
Enter the user's email address as their username.
Enter a password. This can be one you choose for the user or a generic password.
If the user needs access to administrator options, check Admin.
Review the user's permissions, and check or uncheck boxes as needed.
If your Updox is connected to an EHR, enter the user's EHR User ID under User Settings. This is used for importing.
11. Click Save in the top right corner.
How do I give a user admin access?
When you create or edit the user, check Admin, then click Save. Admin users can use the administrator options.
Where do I enter a user's EHR User ID?
If your Updox is connected to an EHR, go to the user's User Settings and enter their EHR User ID, then click Save. This is needed for importing.
How do I edit an existing user?
In the left-hand menu, click Inbox.
Click Admin, then click Users.
Click the user's name.
Make your changes and click Save.
What is the account holder?
The account holder is the main user on your practice’s Updox account. They’re the billing contact and have full administrative access.
Important: Only the account holder can manage or change the account holder user. Other admins can’t edit, deactivate, remove or replace the account holder.
How do I change the account holder?
If you’re the current account holder:
In the left-hand menu, click Inbox.
Click Admin in the top right, then click Users.
Click the name of the user you want to make the account holder.
Check Account Holder.
Click Save in the top right corner.
What if the account holder has left our practice?
If the account holder is no longer with your practice and no one can log in as them, contact Updox Support. Give them the details of the person who should become the new account holder. Support will make the change for you.
Tip: Make sure more than one person in your practice has admin access. That way someone can still manage users if the account holder is unavailable.
Can an admin remove or change the account holder?
No. Only the account holder can change the account holder user. If the account holder isn’t available, contact Updox Support
Tips for new users
Bookmark the login page so it's easy to get back to.
Use Google Chrome as your browser for Updox.