View the users in an organisation

If you have the Standard or Adviser user role, you can view the list of users who have access to your organisation, and their user roles and permissions.

To view the list of users go to Settings, General Settings, Users.

Every user who has access to your organisation is listed, along with:

To view a list of the most recent logins to your organisation, click Login history.

If you have Practice Administrator or Principal permissions and you're viewing your practice organisation, you'll see a link to Add to Staff. Use this to give a staff member access to your practice organisation.