In this article, we’ll show you how to modify user settings in ProCharted. You can add Staff or Admin users to give people access to the platform, and change the settings of their account at any time.

Step 1: Navigate to the user in the list whose account you’d like to edit. To the far right, you’ll see an icon with three dots. Click on it, and a pop-up menu will appear where you can select either Edit, Archive, or Delete the user.

Step 2: To Edit a user’s role, click “Edit.” Select the new role you’d like from the dropdown menu, and click on “Update.” If you change your mind, click “Cancel” to leave their role as is.

Step 3: To Archive a user, click on “Archive” from the list. This saves their contact information and history on work items, but does not delete them. Archived users will also no longer be able to access your ProCharted account. Click on Archived in the user settings window to view the list of users you’ve archived.

Step 4: To unarchive a user, navigate to the Archived users list. On the far right of their listing, click on the three dots and select Unarchive. When you do, they will appear in your Active users list again.

Step 5: To delete a user, select “Delete” from the three options. Their information will be removed from the platform.

Have questions? Please don’t hesitate to contact us for more support!