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Account Settings: Profile & User Management

  • Select the icon in the top right-hand corner of MedAdvisor for Pharmacy (web version) to access Account settings

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Please note: Account settings are NOT available in the installed version of MedAdvisor for Pharmacy

 

  • In the Account settings you can access:

- Profile
- User management
- Two-factor authentication

 

Profile

  • Update your name, username and password in this section

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  • Select Save changes

Please note: You cannot change your email address in this section. Please contact support.

 

User Management

This section allows admin users to add additional users to the MedAdvisor for Pharmacy web-based platform, as well as view and edit accounts that already have access.

  • Select + Invite people to add pharmacy staff

 

  • Enter the email address of the person you would like to add and select Search in the pop-up

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This will search for an existing user on the network who may be using MedAdvisor at another pharmacy.

 

  • If no email is matched with an existing account, you will need to create a new user by entering their First Name, Last Name, Username and select their role.

webuseraddinvite

 

  • Select the Role from the below options:

Admin (create and remove accounts)

Staff

Accountant (view subscriptions)

 

Please note: Admin access will allow this user to add/edit accounts. Accountant role will only see Subscription and accounts information.

 

  • Select Send Invite

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  • The new user will receive an email, where they can verify their account, set a password and login.