Subscription/User Changes
How do I invite a new user?
Before you can invite any new users, you need to make sure you have enough headroom in your subscription. If you need to increase your subscription please take a look at the article here. Please carefully consider which plan you are on when inviting new users. You can read more about licence requirements for each plan type here (https://help.writeupp.com/en/article/who-needs-a-licence-PopularHow do I increase the number of users in my subscription?
If you’re on a Solo plan, you won’t be able to increase the number of licences, as this plan is limited to one Clinical user and one Non-clinical user. Only the Clinical user requires a paid licence. You’ll need to change plans if you require more licences than this. On Group plans, you can increase the number of Clinical user licences using the steps below. Non-clinical users are unlimited andSome readersHow do I de-activate a user?
If a user leaves your practice, you can de-activate their account, so they no longer have access to the system. To de-activate a user, go to Settings -Users, locate the user that you wish to de-activate andSome readersHow do I reduce the number of users in my subscription/account?
If you’re on a Solo plan, you won’t be able to reduce the number of licences, as this plan always includes one Clinical user and one Non-clinical user. Only the Clinical user requires a paid licence. On Group plans, you can reduce the number of Clinical user licences using the steps below. Remember: Non-clinical users are unlimited and don’t require a licence. For Flex plans, your subscription must cover all active users on your site - both Clinical and Non-clinical users require a paid licencFew readersHow do I reactivate a user?
To re-activate a user, go to Settings -Users and select the ‘Deactivated’ tab at the top: This will show you all of the previously deactivated users. To reactivate someone, click on the 3 dots at the end of the row containing their name and click Activate. This will send a new email invite to their email address, which will contain a new temporary password tFew readersWhat should I do if a member of staff leaves?
If a member of staff leaves your practice, you should do the following: Deactivate the user as soon as they have left your business. To read more about deactivating a user click here. Deactivating the user will do three things: prevent the user from accessing your instance of WriteUpp maintain the integrity of the departed member of staff's records (notes, assessments etc.) release the licence associated wiFew readers
My Users
How do I set working hours for my team?
Go to Settings -Users and identify the user whose working hours you wish to set/change. Click on the three dots at the end of the row and choose Edit Settings: This will take you through to the Settings for that user where you can specify Working Hours, Breaks and default views: (https://storage.crisp.chat/users/helpdesk/website/bde1443b66df4800/a23c89e1-cd14-458Few readersWhere can my Clients find out more information on their Clinician?
Choosing a clinician can be a daunting process for some clients and often they want to find out more information about the person that will be treating them before they book. This article explains where you can add additional information about your clinicians and where your clients can find this. Adding information about your clinicians Go the admin area (https://help.writeupp.com/en/article/how-do-i-access-the-admin-area-of-onlineFew readersHow do I record the professional registration number for a user?
In WriteUpp, you can record a team member's professional registration number, so that it can be inserted into: Document Templates Message Templates The Invoice Footer To record a team member's professional registration number, go to Settings -Users. If you are inviting a new user, you can add their professional registration number as part of the invite process by entering it into the field called "Registration ", see below: (https://storage.crisp.chat/users/helpdeskFew readersHow do I add a users job role?
When inviting a new user to your WriteUpp account, you need to enter certain information on them, including what their job role is. You'll find a number of predefined job roles within the Job Role dropdown when completing the user information: If you don't see the job role you need already listed, you haFew readers
User Roles
User Roles & Types
In WriteUpp, a user can have one of four roles. Roles are assigned when you create/invite a new user but they can also be changed under Settings -Users. How do I change someones user role The attributes of the roles are as follows: Site Administrator The site administrator is typically the person responsible for the practice and/or WriteUpp. As such, the site administrator has full access toPopularHow do I change someone's user role?
To change another user's user role, you first need to be a site administrator, then follow the steps below: Go to Settings -Users Find the user you'd like to change and click the 3 dots at the end of the row Select Edit Profile from the menu Next to "Role", select the role you'd like to associate with the user from the dropdown When you're happy, click the green *Few readersI Have Changed My User Role - Help!
If you have changed your role from Site Administrator to another user role and cannot change it back, you will need to get in touch with us via live chat and we will change it back.Few readersManaging Clinical and Non-Clinical Users
In WriteUpp, every user is assigned a type. either Clinical or Non-Clinical. Clinical users are your clinicians who see patients. They require a diary in WriteUpp and can be booked for appointments. Non-clinical users are your administrative staff. They help manage your practice but do not see patients, do not need a diary, and cannot be booked as an appointment resource. If you’re a Site Administrator, you can change a user’s type from Clinical to Non-Clinical (or vice versa), depending onFew readers