Account Settings: Profile & User Management

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

 

  • Select Save changes

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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


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.

 


  • Select the Role from the below options: 
  • Admin (create and remove accounts)
  • Staff
  • Accountant (view subscriptions) 
  • Info
    Please note: Admin access will allow this user to add/edit accounts. Accountant role will only see Subscription and accounts information. 

     

    • Select Send Invite

     


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