Manage Users
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Manage Users

You must be an administrator to manage user accounts. Each user must register (or be registered by an administrator) before a new account can be created.

Video: Add a new user in SureSmile

     

Steps: Add a new user in SureSmile:

  1. Go to https://login.SureSmile.com/login.
  2. From the home page, click the Register button in the upper-right corner.
    OR
    From the login page, click Create new account?
  3. Enter a username and email address.
  4. Create a password with at least eight characters, including upper and lower case letters, a number, and at least one of the following special characters:
    ~ ! @ # $ % ^ & * ( ) _ - ' " ; : < > , . ? | [ ] \
  5. Click Submit.

Access the user administration page

To access the page for managing users, follow these steps:

  1. Click the icon on the upper-right side of any screen, and select Administration from the menu.
    Result: The Practice Settings page appears.
  2. Click Users.
    Result: The Users page appears with a tab for each SureSmile role:
    • Doctors
    • Staff
    • Administrators

Add a new user to the practice database and assign roles

To add a new user to your practice database and to assign them a role or roles, follow these steps:

  1. From the Users page, click the Add User button on the right side of the screen.
    Result: The Add User dialog appears.
  2. Enter the new user's email address.
  3. Select the appropriate role for this user.
  4. Click Apply.
    Result: The user's email appears on the tab for the assigned role.

Note: A user can be assigned to more than one role. Repeat the above steps, selecting the new role.

Important: Users assigned only to an Administrator role cannot create orders. They must also be assigned to a Doctor or Staff role to create orders.

To reactive a user’s account

When a user resets their password, their user roles are suspended. The practice administrator must reactive the user’s roles.

  1. Click the orange settings icon  and select Administration.
  2. Under Practice Settings, select Users. (This option is available to Administrators only.)
  3. Any user who has rest their password is listed at the top of the page as shown.
  4. Click the small refresh button  to approve the user’s password reset and allow them access to the practice database.

  1. The user will now be able to access the practice database with the same role or roles they were assigned previously.

Delete a user from a role

To delete a user from a role, follow these steps:

  1. Go to the tab from which you want to remove the user.
  2. Click the trash can on the right side of the screen opposite the user that you want to remove.
    Result: A notice appears at the top of the users page with an Undo button, which you can click to restore the user to the role if you removed the user inadvertently.