Remove the last user from a practice

If you...	Then...
Select the group	In the Members/Non-Members list on the General tab, verify that the user is the only name checked in the group.
Select the user	In the Members box on the General tab, verify the user is the only name check in the group.

System Administrator User Guide

Remove a User from a Group

Before removing a user from a group, make sure that the user is assigned to at least one other group. A user must be assigned to at least one group at all times. Note: You cannot remove a user from all groups when multiple users are updating group membership at the same time. To remove a user, select either the group you want to remove the user from or select the user you want to remove. If you... Then... Select the group In the Members/Non-Members list on the General tab, clear the check box next to the user's name. Select the user In the Members box on the General tab, clear the check box next to the group's name. Select Save. Parent topic: Remove and Delete Users See also Delete a Group

System Administrator Help

Remove the last user from a practice

When a user is being removed from a practice they must first be removed from all user workgroups for which they belong in the practice. This must happen when the following exists: The user is not the only member of any workgroup in the practice. The user is the only member of one or more workgroups in the practice. The user is the only member of any workgroup in the practice To verify the user is the only member in the workgroup, do one of the following: If you... Then... Select the group In the Members/Non-Members list on the General tab, verify that the user is the only name checked in the group. Select the user In the Members box on the General tab, verify the user is the only name check in the group. Check only one user for the workgroup if there are other members assigned to the workgroup. Select Save. The user is the only member of one or more workgroups in the practice and needs to be removed Verify the user is the only member of more than workgroup by using the steps above to c

System Administrator User Guide

Remove and Delete Users

You can remove or deactivate a user, but you cannot permanently remove users from the system. Removing a user means removing the user from one group while he or she remains a member of at least one other group. Deactivating a user means removing the user from all groups, practices, and enterprises. You can still view deactivated users and restore them to the groups they were last assigned to. Remove a User from a Group Deactivate a User Reassigning Pending PAQ Items and Tasks of Deactivated Users You can reassign the pending PAQ items and tasks of deactivated users to other users. Remove the last user from a practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Parent topic: Organizing Your Internal Structure

System Administrator User Guide

Add Existing Users to a Single Group

You can add existing users to another group in any practice. Use the following steps when there is only one group that you want to add users to. For example, you might want to add existing users to a newly created group. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the group that you want to add an existing user to. Right-click the group, then select Add Existing User. The Select User window appears. An icon appears next to the users that are already members of the group. Select the user you want to add. Note: To search for a user, do the following in the order listed: First, select Find. On the Find window, select whether you want to search by last name, first name, or user ID. Enter the search criteria in the text box. The search results display in the User and Practice list. In the list, select the user you want to add, then select OK to return to the Select User window. S

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

System Administrator Help

Add Existing Users to a Single Group

You can add existing users to another group in any practice. Use the following steps when there is only one group that you want to add users to. For example, you might want to add existing users to a newly created group. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the group that you want to add an existing user to. Right-click the group, then select Add Existing User. The Select User window appears. An icon appears next to the users that are already members of the group. Select the user you want to add. Note: To search for a user, do the following in the order listed: First, select Find. On the Find window, select whether you want to search by last name, first name, or user ID. Enter the search criteria in the text box. The search results display in the User and Practice list. In the list, select the user you want to add, then select OK to return to the Select User window. S

Remove the last user from a practice

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