User Information

  • Click Setup


  • In the Setup Search box, search for “Manage Users”.


  • Click on “Users”


  • Click on your user record


  • 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. Then click Save.


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