PracticeMaster Q&A: Renaming a User ID

February 2018    Tags: , ,

One of our employees got married and we need to change her User ID on all of her Calendar Entries. Is there an easy way to do this?

The name used on Calendar Entries is also the User ID that an employee uses to log into the software. You can use the Rename User ID utility in System Configuration to change her User ID as needed. Additionally, you may want to change other information for the user such as the user’s name, initials, and e-mail address.

To rename the User ID in System Configuration

  1. From the Utilities menu, select Rename User ID.
  2. In the Old User ID field, select the current User ID.
  3. In the New User ID field, enter the new User ID with the changes due to marriage.
  4. Click OK.

To change the user’s name, initials, and e-mail address in System Configuration

  1. From the File menu, point to Open and select Users.
  2. Select the desired User ID.
  3. Make any necessary changes to the User Name, Initials, and E-mail Address.
  4. Press Ctrl+S.
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