Users & Access Control

Invite your team and learn how you can control what they see in PracticePanther.

15 articles in this collection
Written by David S, PracticePanther Help Center, and David

Getting Started

Access levels tutorial

Limiting other users from PracticePanther features.

Written by PracticePanther Help Center
Updated over a week ago

Adding a new user

How to add a new user to your PracticePanther account.

Written by PracticePanther Help Center
Updated over a week ago

Deactivating and reactiving users

How to deactivate or reactivate a user in your account.

Written by PracticePanther Help Center
Updated over a week ago

Limiting which IP address or location your users can use to access PracticePanther

Only allow your users to access PracticePanther from certain IP addresses or routers.

Written by David S
Updated over a week ago

Account Management

Save Time when Assigning Users with User Groups

Create groups of users to assign many users in one click!

Written by David S
Updated over a week ago

Sorting my users by last name instead of first name

Sort your users by last name instead of first name.

Written by PracticePanther Help Center
Updated over a week ago

Blocking users from specific contacts

How to block a user from seeing contacts that are not assigned to them.

Written by PracticePanther Help Center
Updated over a week ago

How can I use the email address of an old PracticePanther account with a new account?

Use the email address of an old PracticePanther account with your new account.

Written by PracticePanther Help Center
Updated over a week ago

Transferring ownership of your account

How to make another user the owner of the account.

Written by PracticePanther Help Center
Updated over a week ago

Downgrading your subscription

How to downgrade your subscription.

Written by PracticePanther Help Center
Updated over a week ago

Frequently Asked Questions

Privacy mode

Written by David
Updated over a week ago

Troubleshooting

Troubleshooting when I can not login to my account

Not being able to login into your account.

Written by PracticePanther Help Center
Updated over a week ago

"You don't have permission to access this page"

Not having the necessary permissions to complete an action.

Written by PracticePanther Help Center
Updated over a week ago

Editing your time zone

Fix incorrect dates in the software by editing your time zone.

Written by PracticePanther Help Center
Updated over a week ago

Adding a user that signed up separately

How to add a user that signed up separately to another account.

Written by PracticePanther Help Center
Updated over a week ago