ClearCourse Health

Learn how to create a new user in your System.

How to Create a New System User

User Levels and the features available to each User Level

User Levels

A detailed look into a User record including all different sections.

User Record

Discover how to disable a User's access when they no longer work at the clinic/need access to the system.

How to Disable a User

How to Reset a User's Password

This Article will show you what Multi-Factor Authentication is and how to Enable it.

Multi-Factor Authentication and Passkey

This Article will show you how to reset a users Multi Factor Authentication (MFA)

Resetting Users Multi Factor Authentication

John Allen

Setup: User

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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