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User Management in the Desktop Client

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

User Roles in SureClinical

Configuring User Profile

Sending Messages to Users

Managing Users

  • Creating, editing, removing, and duplicating users
  • Importing and exporting users
  • Changing user passwords
  • Configuring user security
  • Viewing user action history and signing history

Managing User Groups

  • Creating a user group
  • Configuring user group visibility
  • Managing user groups

Providing Temporary Account Access

eSign Settings

  • Viewing certificate status
  • eSigning security settings
  • Setting the signing mode
  • Viewing, downloading, issuing, revoking, and managing certificates