# Users
The **Users** screen in Unite EMR allows a healthcare facility to create, view, and manage a staff profile, including roles such as **Front Desk, Nurse, Doctor, Insurance Coordinator, and Administrator (Facility Manager)**. From this screen, Administrator can assign a role, set up login credentials, and configure access permissions based on the staff member’s responsibilities.
Except for the **Doctor** and **Nurse** user accounts, the steps to create all other user accounts are the same. The specific steps for **Doctor**/**Nurse** user accounts are described separately below.
{% hint style="info" %}
The number of user profiles that can be created depends on the purchased **Unite EMR** plan. If the plan includes user limits, profiles can be created up to the specified number allowed.
{% endhint %}
{% hint style="warning" %}
* Once a user profile is created, it cannot be deleted. However, it can be deactivated to restrict access. This helps ensure that all data created by deactivated users remains accessible in the application.
* If needed, the profile can be reactivated at any time.
{% endhint %}
***
## Steps to create a User Account
* Open the **Users (Home > Admin > User Setup > Users)** screen.
* Click the **ADD NEW USER** button. This action opens the pop-up screen.
* In the popup, select the respective **user group** from the list of **User Groups**.
* After selection, the corresponding user list is displayed in the **Copy User** section. Click the **Copy** icon for the required user to copy and apply the same configuration settings.
***Note:** If the profile is created for a new user (First time user creation), no user groups appear. Click the **SKIP** button and enter the required details manually.*
* Enter the user's **First Name**, **Middle Name**, and **Last Name**. Select the **Gender**, choose the **Country Code**, and enter the **Mobile Number**. Enter the **Email Address** and **Login ID** (Username).
* Click **SAVE**. A pop-up appears with the temporary password. Click **Copy and Close** to close the pop-up.
***Note:** A temporary password is generated and sent to the user’s email. If no email is provided, copy the temporary password and share it manually.*
* After saving the details, the created user appears in the list.
***
## Steps to modify the User Account
* Open the **Users (Home > Admin > User Setup > Users)** screen.
* The list of users appears in the grid. Use the **Search** field to find the required user. Click the **Edit** icon in the grid to open the user account screen.
***Note:*** ***Filter** icon is to filter by **Active or Inactive Users** and by **User Group**.*
* The following section can be edited in the user account are listed below:
* **Profile Picture**
* Use the profile icon to upload the picture.
* **Access Permission**
* **Active** toggle switch is used to mark the user as active or inactive.
***Note: Submit to eClaim** toggle switch enables invoices generated for a user to be included in the **eClaim** process within the **RCM (Revenue Cycle Management)** module.* *Similarly, **Show in Billing** toggle switch allows the user to be enabled in the **Billing** module, making it possible to create invoices against them.*
* **Copy & Apply Master Setting**
* Displays the configuration settings copied from the selected user. Change the selected user if required.
* **User Account Tabs**
* **User Profile:** This tab is to update personal details and to generate the user account password.
* **User Group Settings:** This tab allows **User Group** and **Role** selection.
\
\&#xNAN;***Note: Associated Users** section is specifically used for associating a nurse with the respective doctor user.*
* **Clinic Access & Permissions:** This tab allows setting the scheduler display sequence and to map multiple clinics.
* After making the necessary changes in the user account, click **SAVE** to apply the updates.
{% hint style="info" %}
Tabs such as **License & Credentials** and **Uploads & Integration** tabs are applicable only for licensed professionals.
{% endhint %}
***
## Steps to create a Doctor/Nurse User Account
Steps to create a **Doctor** or **Nurse** user account are similar to the [steps stated above](#steps-to-create-a-user-account). The additional steps are listed below.
* After copying the user account, select the required **Speciality** and **Department** from the respective dropdowns.
\
\&#xNAN;***Note:*** ***Associated Users** and **Want to give access to other clinic?** sections are optional. The **Associated Users** section is used to associate a nurse with the respective doctor user. If multiple clinics are configured, use the **Want to give access to other clinic?** section to select the required clinics.*
* After entering the required details, click **SAVE** to create the user account.
* After the user account is created, click the **Edit** icon to update the **License Details**, **Seal**, and **Signature** in the respective sections.
***
## Steps to modify the Doctor/Nurse User Account
* Open the **Users (Home > Admin > User Setup > Users)** screen.
* Use the **Search** field to find the required user. Click the **Edit** icon in the grid to open the user account screen.
* The following section can be edited in the user account are listed below:
* **Profile Picture** and **Access Permission** sections are similar to the [steps stated above](#steps-to-create-a-user-account).
* **User Account Tabs**
* **User Profile:** This tab is to update personal details and to generate the user account password.
* **User Group Settings:** This tab allows user to assign a **User Group**, **Role**, and **Speciality** to the doctor. If required, users can use the **Associated User** section to associate a nurse with the respective doctor.
* **Clinic Access & Permissions:** This tab allows users to configure clinic access, department access, appointment settings, and permissions for the selected user.
* The available options are:
* **ADD CLINIC** – Maps the required clinics and grants the user access to them.
* **ADD DEPARTMENT**-Maps the required department and appointment scheduling access.
* **Department** – Displays the departments mapped to the user.
* **Allow appointments** – Allows the user to create and manage appointments in the **Scheduler** screen.
* **Appointment Duration** – Defines the default appointment duration.
* **Allow Viewing Appointments of Other Users in Scheduler** – Allows the user to view appointments scheduled for other users.
* **Allow Teleconsultation Appointments** – Allows the user to schedule and manage teleconsultation appointments.
* **Allow Advance Payment for Appointments** – Allows collection of advance payment for the appointments.
* **Advance Charge** – Specifies the advance amount to be collected for appointments.
* **Enable User Subscription** – Enables subscription-based access for the user.
* **Set as Default** – Sets the clinic as the user's default clinic.
* **License & Credentials:** This tab allows user to view and manage license details (**Doctor** or **Registered Nurse**).
* The available options are:
* **ADD LICENSE** – Adds a new license for the user.
* **Edit** – Modifies the selected license details.
* **Remove** – Deletes the selected license.
* **Set as Default** – Sets the selected license as the default license for the user.
* **Uploads & Integration:** This tab allows users to upload and manage the doctor's **Seal** and **Signature** images.
In addition, the **Google Calendar** section allows users to connect their Google Calendar account.
* After making the necessary changes in the user account, click **SAVE** to apply the updates.
***
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