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Tebra Help Center

Update User Email

Updated: 10/09/2024|Views: 2695

System Administrators can update a user's login email if the previous email entered is no longer valid.

Update User Account Email

  1. Navigate to User Accounts then click on the user to open. The user account opens to the General tab by default.
    Tip_Icon.png Tip: When there are numerous users listed, use the Search user accounts box to enter all or part of a user's name or login email.
    Note: Accounts created after May 9, 2016 will see Web Users.
  2. Login email: Enter the user's current valid email to which only they can access their emails for security purposes.
  3. Click Save Changes. The user's login email is updated.
    • If the user has Account Administrator permissions, enter "ADMIN" to confirm and continue when prompted.
Desktop_UserAccounts_LoginEmail.png

Update Web User Email

  1. Navigate to Web User Roles then click Edit User. Edit (User Name) opens.
  2. E-mail: Enter the user's current valid email to which only they can access their emails for security purposes.
    • If necessary, create a temporary password and/or edit the user's Roles, Additional Options, and Practice Access (if there are multiple practices within the account). Review Web User Roles for more information.
  3. Click Save. The user's email has been updated.
Desktop_WebUserRoles_Email.png
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