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Manage Users and Configure Physiotec Connection

July 17, 2019 by michelle

  1. Home
  2. Exercises

In this article:

  • Manage Users
  • Configure Connection to Physiotec
  • Enable and Disable UO User
  • Change and Edit User Role
  • Deactivate and Activate Physiotec Users
  • Update Physiotec Account Details

In this article, you will learn how to grant Universal Office users access to Exercises and connect to Physiotec.

Manage Users

The following steps teach you how to grant a UO user access to Exercises:

  1. Open Exercises, then click Settings
  2. Click Add user
  3. Select a Universal Office user
  4. Select the user’s Role
Privilege \ RoleReceptionProviderOffice Admin
Manage module users✓
Create programs✓✓
Search and preview programs✓✓✓

Configure Connection to Physiotec

The following steps teach you how to create a Physiotec account for a UO user in Exercises.

  1. Open Settings
  2. Under the app column, click Connect
  3. Click Create New Account
    Note: Ensure all information is accurate.
  4. Click Create
    Note: The Physiotec account information for this user will be displayed once created.
    Important: Every account created in Physiotec is considered a new user license. Physiotec will bill you for every active license.

Enable and Disable UO User

The following steps teach you how to enable and disable a UO user access to Exercises.

  1. Open Settings
  2. Under the Enabled column use the switch to Enable (On) or Disable (Off) user access
    Important: Disabling an account will not stop Physiotec billing. To stop Physiotec billing, refer to the section below.

Change and Edit User Role

The following steps teach you how to change the access level for a UO user in Exercises.

  1. Open Settings
  2. Double-click on a UO User, or click the Pencil icon, to edit
  3. Change the UO User Role
  4. Click Save

Deactivate and Activate Physiotec Users

The following steps teach you how to activate and deactivate a UO User access to Exercises.

  1. Open Settings
  2. Click on Physiotec under App column for the user you want to activate or deactivate a Physiotec license for
  3. Click Activate or Deactivate under user icon
    Note: By activating a user account you agree to Physiotec licensing fees and will be charged. Upon activation, the user will be able to create new and modify existing exercise programs.
    Note: By deactivating a user account you will no longer be billed for that license. This user will not be able to create new exercise programs, but will be able to view all previously created exercises.

Update Physiotec Account Details

The following steps teach you how to update your Physiotec account details.

  1. Open Settings
  2. Click on Physiotec under the App column
  3. Edit First name, Last Name and Email address
  4. Click Update
    Note: User details will also be updated in Physiotec.

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