📝 Overview
Ensuring your team members have successfully activated their accounts in ChiroHD is crucial for smooth operations. This guide will walk you through verifying user activation, resending invites, creating logins, and adjusting user permissions.
Verifying User Login Activation
Go to: System Settings > Users
Revoke Login = ✅ User has successfully logged in
Resend Invite = ❌ User has not activated their login
🔄 Click Resend Invite to send another setup email
Create Login = 🚫 User has not been issued an account setup email
Click Create Login
Enter phone number and email
Update permissions
Click Submit to send the invite
💡 If the email doesn’t arrive, check the spam folder. If still missing after 24–48 hours, resend the invite.
Setting Up a New User’s Account
New users receive an activation email with a password setup link.
Password Requirements:
One uppercase letter
One lowercase letter
One special character
One number
Minimum 8 characters
📅 Users must activate their account within 48 hours.
If missed, an admin must Resend Invite.
Understanding System-Level Access & Permissions
System Admin Access Includes:
All assigned locations
Home, Insurance, Reporting, Lead buttons
System Settings tab (only for System Admins)
Missing System Settings Button?
The user is likely a Location Admin or Location User
Only System Admins see the System Settings tab
Updating User Permissions
Navigate to your System Dashboard > System Settings > Users.
Click on the user’s account and go to the Permissions tab.
Under 'What permission level?', select System Admin from the dropdown menu.
Click Save to apply the new permission level.
🔐 Only your organization's System Admin can edit user permissions. ChiroHD staff cannot modify these settings for compliance reasons.
Final Steps
Ensure users activate their accounts within 48 hours
Verify each user has the correct permissions and access level
Use “Resend Invite” or “Create Login” as needed
Contact ChiroHD Support if a user needs system-level access
✅ Key Takeaways
Invite status indicators (Revoke Login / Resend Invite / Create Login) help track activation
Passwords must meet strict security requirements
Only System Admins can update permissions
Always contact ChiroHD Support before modifying access levels
Activation window is 48 hours – resend if missed
📌 Conclusion
Following these best practices ensures your team is properly onboarded and has the correct access to operate efficiently in ChiroHD.