User Manager Overview
User Manager is the tool used to manage WebPT licenses and profiles. Every user needs a WebPT user license and user profile that contains data associated with that user, including username, credentialing information if appropriate, email address, and WebPT permissions. You must have User Manager permissions to access the User Manager.
Each user profile contains, at a minimum:
- User Type
- Full Name
- First Name
- Last Name
Note: Usernames and email addresses must be unique to the user. If someone at your clinic has used a username or email address at another clinic or educational institution, they must use a different username and password.
Provider user profiles also include credentialing information.
At the top right of the User Manager, you can see the number of licenses available to your clinic. The top numbers are the total licenses by type, and the next numbers are licenses available or not assigned to users. If you see available licenses and do not need them, follow the instructions below to release them.
Adding a license is a two-step process:
- Add New User - create a user profile
- Request License Adjustment - adds license to billing, allow 24 hours to process
You will be notified by email that the license adjustment has been processed, and you can then make the user active.
Releasing a license is a two-step process:
- Make User Inactive - user will not be able to log in or access any information in WebPT
- Request License Adjustment - removes license from billing, allow 24 hours to process
You will be notified by email that the license adjustment has been processed.
Making a user inactive does not automatically release the license and you will continue to be billed. To stop paying for an unused license, you must use the Request License Adjustment function to release the license.