Admin and configuration | CHR Help centre

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Admin and configuration

Admin and configuration

Account-wide settings; managing users and their permissions, fax, printer and security settings, logos, data exports and role-based access control.

35 articles

Managing users (administrators)

Inviting new users

Modifying user permissions

User permissions

Managing user roles

Assigning multiple users to a role

Updating users' general profile information and settings

Enabling users to attach documents and other files to patient charts

Creating user groups

Deactivating CHR user accounts

New providers

Adding a new provider (Alberta)

Adding a new provider (British Columbia)

Adding a new provider (Manitoba)

Adding a new provider (Ontario)

Adding new providers and users (PEI)

Account settings

Updating your clinic's account information

Creating clinic-wide login messages for users

Adding your logo

Fax and printer settings

Setting up your Zebra label printer

Setting up your Brother label printer

Setting up your Dymo Labelwriter printer

DYMO Printer Alert - no DYMO printer detected

SRFax integration

Signing up for an SRFax account

Configuring your SRFax integration

Porting an existing fax number to SRFax

Security settings

Account-wide security settings

Configuring account-wide security settings

Unlocking user accounts

Enabling single sign on (SSO) for your clinic

Enabling two-factor authentication (2FA) for other users

Disabling two-factor authentication (2FA) for other users

Viewing user activity and access logs

Data exports

Exporting data from the CHR

Data export categories and content