User Audits and User Role Updates
WebPT Billing Users with Administrator permissions can conduct a user audit or change a User’s Role permissions when necessary.
The User Role controls an individual's access privileges in WebPT Billing.
User Audits
User auditing provides administrators with a listing of current users and the assigned role for each User.
- From the Admin dropdown, select Users.
- Click Search for a full list of Users or narrow your list using any of the filter options: First Name, Last Name, User Name, User Type, Email, Role, or Default Company.
- Click Export or Print to save your list for future use.
- Use the User Role Overview to understand and audit the permissions for each user to determine if changes are needed to the User Type or User Role.
Find a User
- Go to the Admin menu, and select Users.
- Type in a specific user's name in the designated fields or click Search to display all users.
- Locate the user in the results list and double-click to open the user profile.
Updating a User's Role
- Click the magnifying glass in order to view the list of available roles. Important: You cannot give someone a role that has more access than your own. See User Roles for more information regarding WebPT Billing User Roles.
- Click Save at the bottom right corner when completed.