Security - View, Add and Edit Users
After adding user accounts for your staff members, you can edit those accounts, for example to add details or change their settings. You may also be required to unlock an account.
To remove a staff member from CCH iFirm, see Deactivate, delete or reassign user accounts.
Edit a user's account details
- Click Settings > Security > User Manager.
- Locate and click the required user account to open it.
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On the Details tab, edit the user's details as required.
For security reasons associated with the multi-factor authentication feature, you cannot edit the mobile phone number or email address of other users.
- Select or clear the check boxes of the options as required.
- Edit the user's availability, if you use the Practice Manager module. See Set up user availability.
- Click the Security tab and add or remove the security roles assigned to the user, as required.
- Click the other tabs and edit the details or settings as required.
- Click Save.
Unlock a user account
If a user enters an incorrect user name or password fifteen times in a row, their user account will be locked. You will need to unlock it for them.
- Click Settings > Security > User Manager.
- Locate and click the required user account to open it.
- On the Details tab, clear the Account is Locked check box.
- Click Save.
