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. 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 of the screen: (hPopular

• How do I increase the number of users in my subscription?

  Your subscription must cover all users on your site, so if you wish to invite more users, ensure your subscription allows this first. To increase the number of users in your subscription, follow these steps: Go to Settings -Account Click into the user(s) field and select the number of users that you require: Click on the green Update Subscription buSome readers

• How 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 andFew readers

• 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 you no longer want to have access to the system. Once you have deactivated the users, all you need to do is go to Settings -Account and select the number of active users that you require from the user(s) field. Once you're happy, click on the green Update SuFew readers

• How do I reactivate a user?

  To re-activate a user, go to Settings -Users and check the "Show deactivated users" box: 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 to allow thFew readers

• 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 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 readers

• Where 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 readers

• 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 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 readers

• How 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 toPopular

• 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 -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 readers

• I 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 readers