Feature Article: Add New User Wizard

August 2022    Tags: , , , , ,

Creating a new user is now performed via a wizard. Managers can create users in the User Configuration window of System Configuration, or in the Timekeeper Information window of Tabs3 Billing or PracticeMaster.

The Add New User wizard allows you to specify the User ID and optionally enter contact information, specify login credentials, create a timekeeper, configure Tabs3 Connect access, and set additional user rights.

To add a new user in System Configuration

  1. From the File menu, select Open, and then click Users.
  2. Press Ctrl+N.
    1. Enter the user’s name and other information on the Contact Information panel, and then click Next.
    2. Enter the User ID, Password, and assign the appropriate access profiles on the Login Credentials panel, and then click Next.
    3. Optionally specify timekeeper information on the Billing Information panel, and then click Next.
    4. If using Tabs3 Connect, optionally allow access on the Tabs3 Connect Access panel, and then click Next.
    5. If integrating with PracticeMaster, optionally add the user to groups, assign calendar rights, and assign Tabs3/PracticeMaster timekeepers on the Additional Setup panel.
    6. Click Finish to save the new user record.

The Add New User wizard is available in Version 2022 (Build 22.2.7) or later.

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