Edit User

Get a new phone number? Want DaisyBill to call you by a nickname?

Use the Edit User feature to update your name, email address (also your DaisyBill login), telephone number, or password.

A. View Organization Administrators

B. Update Name and Phone Number

C. View Role

D. Update Email

E. Update Email Notifications

F. Change Password

On the navigation bar, click your ‘User’ icon, then select ‘Edit User’

A. View Organization Administrators

Click once to display the other Users in your practice with the Role of Organization Admin.

Click again to hide this information.

B. Update Name and Phone Number

Update your First Name, Last Name, or Phone, then click Save Changes.

C. View Role

Only another User with the Role of Organization Admin can edit your Role. For more information, see this Help Article: Manage Users Explained.

D. Update Email

Click Update Email. Your current DaisyBill password must be entered when changing your Email. When finished, click Save Changes.

When you update your email address, you will need to go to the inbox of the newly designated email address and look for the confirmation email. The subject heading will be Your DaisyBill Email Changed.

In order to complete the update, you will need to click the blue Confirm Email button inside the email.

E. Update Email Notifications

To turn off the Daily Outstanding Task Notification email sent to you by DaisyBill, click anywhere on Daily Outstanding Task Notification to unselect it.

Click again to enable the Daily Outstanding Task Notification email.

When finished, click Save Changes.

F. Change Password

Click Change Password. Then, enter your Current Password followed by the New Password and Confirm Password.

Clicking Save Changes will sign you out of DaisyBill and require you to sign in again with your new password.

Back to DaisyBilling!

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