Adding and editing users - Dentolize & Medicolize University

Go to Settings → Users and click New User. The number of active users is limited by your subscription.

Option	How the user logs in
By Email	Enter their email. They receive an email to set their own password (the link works for 5 days).
By Username	Enter a Username and Password. They log in with the clinic login name, the username and the password.

To change it later, open the user, click Edit and turn on Update Login Method.

📝 User details

Field	What it does
Name, Address, Phone Number, Secondary Number	The user’s contact details.
Job	Their job title. Choosing doctor ticks Doctor automatically.
Salary	Their monthly salary, used in Salaries and automatic salary expenses.
Branches to access	The branches they can work in.
Permission Group (required)	What they can see and do. See User permissions. Only Owners can add someone to the Owners group, and it asks for your password.
Color	Their color in the calendar and lists.
Max Discount / Max Discount % / And / Or	The most discount they can give on an invoice, as an amount, a percentage, or both. With And, both limits apply; with Or, either one.
Chart and Dental Notation	The chart they work in, and how teeth are numbered for them (Palmer, FDI and so on).
Support Chat Notify / Internal Chat Notify	Whether they’re notified of all chat messages, only mentions, or nothing.
Show Attendance Start	Reminds them to clock in after logging in.
Require Attendance Screenshot	They must take a photo to clock in and out. See Attendance.
Profiles	Title, profession and bio for each language, for your patient website.

🩺 Doctor fields

Tick Doctor to show the user in the calendar as a doctor, and to set how they’re paid:

Field	What it does
Doctor Auth. No.	Their license number.
Doctor fees from Diagnostic	Their share of diagnostic (consultation) fees, as a % or a fixed amount.
Doctor percentage (required)	Their share of the treatments they do, used when the procedure has no specific percentage (see below).
Percentage of Lab Orders Deducted	The share of lab costs taken from them for each lab order.
Order in Calendar	Their column order in the calendar.
Calculate Salary From	Payments: their share is counted when patients pay. Operations: when the treatment is done.
Add to Expenses	Each month, their salary is added to Expenses automatically: salary + percentages + bonuses − deductions.
Mark Expenses as Paid	Also records that salary expense as paid, from the treasury of the chosen Payment Type.

A new doctor starts with Doctor percentage and Doctor fees from Diagnostic at 100%. Set them before the doctor starts working.

Click Create.

👤 The user’s page

Click a user to open their page:

The Profile tab lists everything linked to them: appointments, operations, invoices, payments, salary hub, lab orders, expenses, attendance, tasks and files. Login Sessions shows the devices they’re logged in on, and you can log any of them out.

Doctor percentage

Set a different share for specific procedures: For Operator (an amount or a %) and Deducted from Operator (for example lab fees). Choose a price list at the top to set different values per price list. Procedures with steps can have a value per step. Click Save. A doctor’s share of a treatment is taken from the first one that’s set:

This doctor’s value for the procedure (or step) on this tab.
The procedure’s For Operator in Procedures.
The doctor’s Doctor percentage.

User Calendar Settings

The doctor’s own days off, holidays, rooms, opening and closing times for each day, breaks, and which branch they work in on each day. If the clinic uses the WhatsApp bot, Online Bookings sets which appointment types patients can book with them.

✏️ Edit or disable

Open the user and click Edit. Disable stops a user from logging in and frees a place in your subscription. Merge combines two user accounts.

Editing a user logs them out.

🔐 Login method

📝 User details

🩺 Doctor fields

👤 The user’s page

Doctor percentage

User Calendar Settings

✏️ Edit or disable