Ensure that you must assigned to the User Management Function – User Management Bulk Add Users permission group.
You can add multiple users to your clinic, and set up configurations for the group of users, including assigning a permission group, scheduling user invitations, and selecting the system notifications.
Note: The Bulk Add Users option is available to NextGen® Enterprise users.
Open NextGen® Mobile Cloud Portal.
Select Manage Clinics, and then select Users.
Users opens.
Select Bulk Add Users.
Bulk Add Users Wizard - Enter User Information opens.
In Groups, select a user group.
The Groups list displays the user groups that are configured for the practice in File Maintenance.
Note: The deactivated users in NextGen® Enterprise and the users added to the clinic are not displayed in the list of available users.
The selected group users are displayed in Users.
In Users, do one of the following:
You can use the icon or the icon to remove the assigned users. You can also select the additional users from the other user groups in your practice, if needed.
To add all the users, select the add all icon.
To add multiple users, select and hold the Ctrl key and select the add icon to add the selected users.
The selected users appear in Selected Users.
In Permission Group, select the necessary group.
You can also set up the user invitation date and time.
Select Next.
Assign Notification Preferences opens.
In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User.
Select Save, and then select Yes.
The process may take several minutes based on the selected users. During the bulk users adding process, the user licences are verified to confirm that the product licenses are available for new users.
Note: If active licences are not available, the bulk users adding process is failed. To proceed, you must reduce the number of users or increase the active product licences.
After adding the users, the selected users are added to the clinic, and the user invitations are sent to the new users based on the scheduled delivery date and time.
