EyeDock PM allows practices to manage their team members by assigning user roles and permissions. There are two types of users in EyeDock PM: Practice Owners and Practice Users.

User Roles and Permissions

Practice Owners

Practice Owners have full administrative access to the system. They can:

1. Manage contact lens details (add lens brands, set prices, and configure private labels).
2. Add or remove practice locations.
3. Add or remove Practice Users.

Practice Users

Practice Users have limited access and can:

• Create contact lens price quotes for patients.

However, Practice Users do not have permission to manage lens details, practice locations, or user accounts.

Separating users into these roles provides flexibility in assigning responsibilities. Practices can decide how to distribute these roles based on their needs. For example:

• A single Practice User account may be shared by all employees for simplicity.
• Alternatively, creating individual accounts for each employee allows for better control, such as quickly removing access if an employee leaves the practice.

Adding a New User

To add a new user to your practice:

1. Navigate to the Users menu and click the Invite User button.
2. Enter the recipient's email address in the prompt and send the invitation.
3. The recipient will receive an email with a "Create Account" link.
4. Clicking the link will open a form to complete their account setup.
5. Once the form is submitted, the new user will be created as a Practice User.

Pending invitations (users who have not yet accepted their invitation) can be viewed in the Invitations section.

Removing a User

To remove a user:

1. Go to the Users menu.
2. Locate the user you want to remove.
3. Click the Remove User button next to their name.

This will immediately revoke their access to the system.

By managing users effectively, EyeDock PM allows you to maintain a secure and organized workflow for your practice.