How To Add Users in CLX:

1. Go to Setup > Client Setup> Users & Security Groups (Note: you may need to select ‘Back to Portal’ first).
2. Under the Users tab, Click Search  > Create New.
3. A dialog box will appear.  Enter your team member’s email address into the ‘username’ field, their first and last name, and click Create.  You can also manage a user’s permission levels in this dialog box as found under the ‘password’ field. Then select Create.

How To Add Permissions for the User:

1. Go to Setup > Client Setup> Users & Security Groups (Note: you may need to select ‘Back to Portal’ first).
2. Under the Users tab, Click Search  > Create New.
3. Select Change next to the user you have created.                                                                                    
   
4. A dialog box will appear. Select the Member Of tab or Permissions tab (Note: if you select the permissions tab skip to step 7 of How To Add a Security Group).
5. Under Assignable non-Member Groupsselect the Security Group you would like the user to have and then select the arrow to bring that Security Group under Members of this Group. When finished select the X at the top.

How To Add a Security Group:

1. Go to Setup > Client Setup> Users & Security Groups (Note: you may need to select ‘Back to Portal’ first).
2. Under the Security Group, Click Search  > Create New.
3. A dialog box will appear. Enter in a unique name for the Security Group > Create.
4. Select Search under the Security Groups tab.
5. Select Change next to the security group you have created.                                                                                            
6. A dialog box will appear. Select the Permissions tab.
7. Using the drop down, select Allow for the permissions you would like the Security Group to have. When finished select the X at the top.

Adding or Removing a Doctor:

Note: Even if you’ve already added a username for your doctors, you still need to add each doctor’s information here so they can be associated with contact lens orders in CLX.

1. Go to Client Setup > Manage Doctors and click the Create New button.
2. A dialog box will appear. Enter the doctor’s first and last name, select their sex from the drop down menu, enter their email address, and enter their initials in the ‘Alias’ field.  Make sure the box at the bottom of the dialog is unchecked so that the doctor is active in the system, and then click Add New Doctor.

If a doctor leaves your Practice or retires, you can click the Change button to the right of their name and change their active status in the dialog box to ‘inactive’.