NexHealth Support

Administrators can control which users are able to perform specific functions--like creating a new campaign or adjusting live Templates--through the Manage users settings.

To edit a user's permissions:

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1. Click on the gear icon.

2. Select Manage Users.

(Please note that if you do not see the Manage Users tab, this means you are not an Administrator in the account. If you believe this is a mistake, please contact us.) 

3. By default, you will be on the Users tab.

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4. Find your desired user from the list. Click the ellipses (…) to the right of their name and select Edit user.

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4. You can select a Role from the list, or choose Custom Permissions to assign permissions for just that user.

5. Select locations if needed.

6. Click on Save.

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To create a new role:

A role is a collection of permissions that can be applied to multiple users (ex: front office staff, regional manager). This allows you to assign permissions, roll out updates, and onboard new team members quickly.

1. Click on the gear icon in the top right of NexHealth.

2. Select Manage Users.

(Please note that if you do not see the Manage Users tab, this means you are not an Administrator of the account. If you believe this is a mistake, please contact us.)

3. Select Roles and permissions, and then select +New role.

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4. Name the role and assign the appropriate permissions. For each feature, you can select from Admin, User, Viewer, or no access. 

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5 Click Save to save the role. Go back to #1 in the first instructions above to assign the role to a specific user.

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Admin: Can use all feature functionality, and can access and change feature settings. 

Admins are able to edit Templates like Reminders and Reviews, adjust provider availability in Online Booking, edit forms and packets, and more. Admins are also able to manage locations and add other users.  

User: Can use the feature, but not view or change feature settings. 

Users can message patients, and send Campaigns, Waitlist, and Form requests, but cannot edit any feature settings or add other users. 

Viewer: View-only access to the feature. 

Viewers can see most features and activities in NexHealth but are not able to take actions like messaging patients or sending Forms or Campaigns. 

None: No access to the feature.

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