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Everything you need to know about managing users in your account
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 by going to Settings and clicking on the Users tab. Then click on edit by the name of the user whose role you want to amend. 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 to all of the Settings within Write
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 Invite New Users Once you have increased your subscription you can go ahead and invite more users. To do this go to Settings->Users and click on the 'Invite new user' button at the bottom left of the
How do I de-activate a user?
If a user leaves your practice you can de-activate their account so that they are no longer able to login. To de-activate a user go to Settings -> Users, select the user that you wish to de-activate and click on three do
How do I reduce the number of users in my subscription?
This is a fully automated process and one that you need to do yourself as a) it changes the terms of your contract with us b) it changes your monthly payments to us. All you need to do is the following: Deactivate the user, this article explains how you do this -> How do I de-activate a user? Then change your subscription by going to Account Details, reduce the number of users that you wish to subscribe for
How do I increase the number of users in my subscription?
To increase the number of users you have just follow these steps: Go to Settings -> Account Click on the User drop-down and select the number of users that you require Click on the green "Update Subscription" button which will automatically appear bottom of the page when you change your user count 4. Follow the instructions to confirm the changes to your payme
How 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 then Users Find the user you'd like to change and click the 3 dots next to their name Select Edit Profile from the drop-down Next to Role select from the drop-down the role you'd like to associate with this user Click the green Save button at the bottom of the page
How do I re-activate a user?
To re-activate a user go to Settings->Users and check the tickbox "Show deactivated users". Then select the user that you wish to re-activate and click on three dots at the end of the row and click on "Reactivate". This will result in a new invitation email being sent to your colleague along with fresh login details.
How 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 included on: Invoice Footer Document Templates Message Templates 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 Number", see below: !(https://storage.crisp.chat/users/helpdesk/website/9b9c2a
How do you define a user?
A user is any individual that requires access to WriteUpp to undertake any task in WriteUpp. This includes clinical tasks like writing up notes and assessments as well as administrative tasks like generating invoices and booking appointments.
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 the user where you can specify Working Hours, Breaks and default views: !(https://storage.crisp.chat/users/helpdesk/website/bde1443b66df4800/a23c89e1-cd14-4581-bb0c-5849
How do I add more users to my account?
To add more users to your WriteUpp account: Log in to WriteUpp Go to Settings -> Account Click on the drop-down menu shown below and select the number of users that you require: Click on the green "Update Subscription" button (which will appear if/when you change the number of users) Go through the normal Direct Debit or PayPal payment process Your
I Have Changed My User Role - Help!
If you have changed your Role from Administrator to Privileged or Restricted user you will need to get in touch with us via the Help Center and we will change it back.
How do I reduce the number of users in my subscription / account?
If you would like to reduce the number of users in your subscription/account you first need to make sure that you have de-activated the users that will no longer have access to the system. Once you have de-activated the users all you need to do is go to Settings -> Account and select the number of active users that you require from the drop-down menu (highlighted below), then click on the green "Update Subscription"
Where can my Clients find out more information on their Clinician?
Choosing a clinician can seem like a daunting process for some of your clients and often they want to find out more information about the person that will be treating them. 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 for your Online Booking page E
What 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 w