How To: Manage Users
Learn how to view, edit, invite, and manage user access in Informed Medical.
Summary
The Manage Users section allows administrators to control user access within Informed Medical. From this area, you can search for users, update account details, reset passwords, deactivate or reactivate accounts, and manage user invitations.
Main Points
Accessing Manage Users
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Log in to Informed Medical.
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Click your profile or menu in the top right corner.
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Select Manage Users.
You will be taken to the user management page.
Manage Users Tab
On the Manage Users tab, you can:
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Search for specific users.
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Filter by:
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Active users
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Inactive users
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Each user record displays:
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Last name
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First name
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Job title
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Department
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Role
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Username
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Email
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Phone number, if available
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Status, such as Active, Inactive, or Pending
Available Actions
For each user, you can:
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Reactivate an inactive user
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Edit user details
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Edit username
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Reset password
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Deactivate a user
This allows you to maintain accurate and secure user access.
Manage User Invites
Select the User Invites tab to manage invitations.
Here you can:
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View pending invitations
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Resend an invitation
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Invite new users
Inviting a New User
To invite a new user, complete the required fields:
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First name
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Last name
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Job title
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Department
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Email
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User type
Phone number is optional.
Once completed, send the invitation to grant access.
Navigating User Lists
At the bottom of the page, you can:
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Scroll through multiple pages of users
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View your total number of users
Key Insights
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Only authorized users should manage user accounts.
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You can quickly reactivate or deactivate staff as roles change.
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Resetting passwords and editing usernames can be done directly from this page.
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The User Invites tab helps track pending access requests.
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Keeping user roles accurate supports security and compliance.