We are proud to announce updates to our user management and subscription management tools utilized by enterprise admins!
Admins will now see:
- A new Organization Summary page when going to My Practice > Org Management
- A new interface for creating users
- A new interface for managing subscriptions
The new Organization Summary page provides a high-level overview of the users and purchased subscriptions on the account, the assigned Customer Success Manager, and the month the organization renews in. You can still access the Hierarchy page by clicking the “Hierarchy” button at the top right.
[Screenshot of org summary page]
Another new feature on the Organization Summary page is to easily see a breakdown of your purchased subscriptions. You can view the subscription type along with how many of those subscriptions are assigned and how many are available to assign. For more information on the Organization Summary page, go [here - URL TBD].
[Screenshot of expanded subscription table]
Along with creating a new Organization Summary page, we’ve moved forward the ability to create a new user and assign a subscription. To create a new user, simply click the “+Add User” icon on the Organization Summary page. From there you’ll enter the user’s details and create their account. For more information on creating a new user or inviting an existing user to your organization, go here.
[screenshot of the +Add User icon]
You’re also able to assign a subscription from the Organization Summary page. Simply click the “Assign Subscription” button and find your user from the list. On the user’s page, click “Assign Subscription” in the Subscription Management box. For more information on assigning subscriptions to your users, go here.
[screenshot from user’s page with assign subscription].
If you want to remove the subscription assigned to the user or replace the subscription with a different one, you can follow the same steps and click “Manage” on the Subscription Management box. For more information on managing subscriptions assigned to your users, go here.
[screenshot]