Users & Access Control
Invite your team and learn how you can control what they see in PracticePanther.
14 articles in this collection
Written by David S and PracticePanther Help Center
Written by David S and PracticePanther Help Center
Getting Started
Access levels tutorial
Limiting other users from PracticePanther features.
Written by PracticePanther Help Center
Updated over a week ago
Updated over a week ago
How do I add a new user?
Adding a new user to your PracticePanther account.
Written by PracticePanther Help Center
Updated over a week ago
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 this week
Updated this week
How do I limit which IP address or location our 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
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
Updated over a week ago
How can I sort 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
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 yesterday
Updated yesterday
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
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 this week
Updated this week
Downgrading your subscription
How to downgrade your subscription.
Written by PracticePanther Help Center
Updated this week
Updated this week
Troubleshooting
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
Updated over a week ago
"Roar, you don't have permission" message
Not having the necessary permissions to complete an action.
Written by PracticePanther Help Center
Updated over a week ago
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 this week
Updated this week
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 this week
Updated this week