--Enter Password
--Enter assigned Client
2. Once logged into InQuiry, click on the Settings icon in the upper right-hand corner and select Client Maintenance
3. A new browser tab will open with the Client Maintenance screen. On this screen, click on ‘step 6 – Users’ folder to access the Users menu
4. It is recommended that you always 'Copy' an existing profile to add new user(s) to simplify the user creation process. This is due to the complexity of the profile configurations.
Non-dictating user profiles appear in Black font
Select the user you have identified as the existing user who is appropriate to copy into the new user and click "Copy <existing username> to New User".
3. Fill all appropriate information for the user, then press SAVE.
NOTE: These fields MUST be filled in:
- First Name
- Last Name
- Username
- Password
4. After you have saved this user, you can make further changes to add information or modify access or settings to differentiate him/her from the existing user who was copied. Here are notable settings that might need to be adjusted:
Telephone Dictation Options: Used for dictators utilizing the InTouch telephone dictation system to dictate. Dial-In Dictation ID is required to dictate via InTouch
Proxy Settings: Controls what reports a user can see, by dictator
Location Access Settings: Controls what reports a user can see, by location