A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

View Active User Information

1. In the Administration section, hover over Users and click Active.


2. Find the User you wish to view. You may use the Select Profile drop-down menu to look for Users with a specific profile (Biller, Physician, etc.) or you may type a search term in the SEARCH bar. You may search by name, profile, or status. Results will update as you type. 


3. User information will display on the right side of the screen. You will be able to see the following information: Username, Profile, Security Level, Status (Active, Inactive, or Locked), email address on file, mobile number on file, and whether email/text alerts and push notifications are turned on. You will also see how many login attempts the User has made, when they will next need to reset their Password, and the last time they logged into the desktop/mobile app.


Edit Active User Information

1. Find the User you wish to edit. You may use the Select Profile drop-down menu to look for Users with a specific profile (Biller, Physician, etc.) or you may type a search term in the SEARCH bar. You may search by name, profile, or status. Results will update as you type.


2. Once you have identified the User you wish to edit, click their name. Their user information will appear on the right side of the screen.


3. Click EDIT FIELDS to edit the User Fields.


4. Use the drop-down menus to update the User’s profile or security level. To update the email address or mobile number, type in the updated information. Mobile numbers should not include any punctuation such as ( or -.  NOTE: Administrators do not have the ability to turn text or email alerts on or off for a User due to the potential for data usage charges. When the edits are complete, click SAVE & CLOSE.


5. To lock, inactivate, or resend credentials to a User, click the FUNCTIONS menu and click the appropriate selection.

· RESEND CREDENTIALS: Sends the Username and Practice Key to the User via the email address/mobile number (if texts alerts are activated) on file.

· MAKE USER LOCKED: Locks the User account so that the User may not log in.

     · MAKE USER INACTIVE: Inactivates the User account. This function should be used when a User is leaving the Practice. NOTE: If you are inactivating a Physician/Midlevel account and do not plan to assign the license to another user, you may go to the License Manager to request a reduction in the number of licenses assigned to your Practice. For more information please see “EVOLVE HOW-TO GUIDE - Administration - Users - License Manager”. 


Unlock a User

FROM THE ADMINISTRATION DASHBOARD

1. Click UNLOCK to the right of the locked User’s name.


FROM THE ACTIVE USER VIEW

1. In the Active User view, click the name of the User that is locked. Their information will appear on the right side of the page.


2. Click the FUNCTIONS button and click MAKE USER UNLOCKED. 


Activate an Inactive User


1. In the Administration section, hover over Users and click Inactive.


2. Find the User you wish to Activate. You may use the Select Profile drop-down menu to look for Users with a specific profile (Biller, Physician, etc.) or you may type a search term in the SEARCH bar. You may search by name, profile, or status. Results will update as you type.


3. Once you have identified the User you wish to Activate, click their name. Their user information will appear on the right side of the screen.


4. At the bottom of the User Information area, click the FUNCTIONS button and then click MAKE USER ACTIVE.