Lightning: User Information

  • Click the gear icon

  • Click Setup

  • Search for "Users"

  • Click Users menu item

  • Click Edit

  • To change the username, scroll to Username. The Username must be in the form of an email address, so your email address is recommended.

  • Scroll down to Additional Information and Add EIN, NPI and License Number

  • Scroll down to Locale Setting and update the Time Zone

  • Click Save


  1. Lightning: Customize Tabs
  2. Lightning: User Information
  3. Lightning: Company Information
  4. Lightning: Download Email Log Files
  5. Lightning: Request Email Log Files
  6. Lightning: Grant Account Login Access
  7. Lightning: Data Export
  8. Lightning: Setting Password Policies
  9. Lightning: Disable Verification Code
  10. Lightning: Change Session Timeout
  11. Lightning: Disable Chatter
  12. Lightning: Setting Trusted IP Access
  13. Lightning: Setting Time Zone
  14. Lightning: Create/Edit List View
  15. Lightning: HIPAA Logging & Auditing
  16. Lightning: Buy Jasmine
  17. Lightning: Update Card for Buy Jasmine
  18. Lightning: Set User as Practitioner
  19. Lightning: Creating Locations
  20. Lightning: Editing Locations
  21. Lightning: Configuring Locations, Services, Practitioners, & Business Hours
  22. Lightning: Lock/Unlock Master Lists
  23. Lightning: Recovering Deleted Items From Recycle Bin
  24. Lightning: Creating Users
  25. Lightning: Deactivate Users
  26. Lightning: Creating Rooms
  27. Lightning: Setting Company Primary Contact
  28. Classic: Customize Tabs
  29. Classic: User Information
  30. Classic: Company Information
  31. Classic: Download Email Logs
  32. Classic: Request Email Log Files
  33. Classic: Grant Account Login Access
  34. Classic: Data Export
  35. Classic: Setting Password Policies
  36. Classic: Disable Verification Code
  37. Classic: Change Session Timeout
  38. Classic: Disable Chatter
  39. Classic: Use Clinic Logo For App
  40. Classic: Setting Trusted IP Access
  41. Classic: Setting TimeZone
  42. Classic: Create/Edit List View
  43. Classic: HIPAA Logging & Auditing
  44. Classic: Buy Jasmine
  45. Classic: Update Card for Buy Jasmine
  46. Classic: Set User as Practitioner
  47. Classic: Creating Locations
  48. Classic: Editing Locations
  49. Classic: Configuring Locations, Services, Practitioners, & Business Hours
  50. Classic: Lock/Unlock Master Lists
  51. Classic: Recovering Deleted Items From Recycle Bin
  52. Classic: Update logo
  53. Classic: Creating Users
  54. Classic: Deactivate Users
  55. Classic: Creating Rooms
  56. Classic: Setting Company Primary Contact
  57. Clear Browser Cache

Feedback and Knowledge Base