Let’s review how to change an existing Artera user’s role (e.g. Staff to Manager). 

NOTE: A user must be the same user type across Practices. This means a Manager User in Practice A cannot be a Staff User in Practice B; the user must be created as Manager User in both Practices. If the user types do not match across Practices, you will receive an error when creating the user's profile. 

Change Staff or Manager Users 

1. Navigate to Settings and use the Selected Practice drop-down menu to locate the Practice where the user's role needs to change.
   

2. Select Users from the Practice Settings menu. 
   

3. From the user's (...) Actions menu, select Edit User. 
   

4. Select the User Type menu to change the user's role, as appropriate. 
   NOTE: When downgrading a Manager to a Staff User, you must manually assign them to specific lines. Without at least one assigned line, Staff Users cannot view any Patient Channels. Conversely, upgrading a Staff User to a Manager User automatically grants them access to all lines within the Practice, along with all Manager-level permissions. Additionally, upgrading a Staff User to a Manager User in one Practice will automatically revoke their Staff User access in all other Practices. To maintain their access across the Enterprise, you must add them as a Manager User in each relevant Practice.

5. Select Save Practice User once all edits are made. 

Change Staff or Manager User to Enterprise User

To upgrade a Staff or Manager User to an Enterprise User, you must first delete their existing profile and recreate it at the Enterprise-level. Once upgraded, the user will have full access to all Artera settings and functionalities across every Practice.  

1. Navigate to Settings > Practice Settings > Users.
2. Locate the user and select their (...) Actions menu to choose Delete User. 
   
3. Then, navigate to Settings > Enterprise Settings > Enterprise Users.
4. Select + Add Enterprise User in the upper-right corner of the screen.
5. Enter the First Name, Last Name, and Email fields. Cell Phone is optional, but can be useful for authenticating via cell or receiving Internal Mention notifications if the user is included in an Enterprise User Group.
6. Select Save Enterprise User to create the user.