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Instructions below ONLY apply to the MySecurePractice Portal.

The User Manager role gives you the ability to manage your own practice's users (re-inviting them to register, purchasing SecureMail), along with the ability to reinvite users from another practice.  Please note, you cannot directly invite users from this page.  

1. Identifying the User Manager Role
2. Manage Account Page Overview
3. Reinvite a User
4. Edit a User
5. Purchasing SecureMail for Another User
6. Unlock a User
7. User Manager user capabilities

Identifying User Manager Role

*User Manager capabilities will automatically be added to the account that was first created for your practice.

If your user does not see this option explained below, you can request this at anytime by emailing or contact PBHS Support further.  

1. Once you login
2. From the dashboard, select the Manage Account option:
   
   
   1. Or, select your Avatar name, located in the top right hand corner:
      
              
   2. Select the Manage MySecurePractice Accounts option:
      
      
3. Once selected, this will take you to your Manage Account page. 
   

Please see the Manage Account Page Overview.

 

Manage Account Page Overview

From this page you will see any invited or registered users under your practice, here you can do the following under the Manage Account Page.

Note: once an invited user in ANOTHER practice registers, they will no longer be visible in your Manage Account list of users.

*In order to see users under your Manage Account page, you must have completed one of the following actions:

1. Invite a Doctor/Staff through SecureMail (in your practice)
2. Invite a Doctor/Staff/Patient through SecureMail (not in your practice)
3. Invite a Patient through TruForm
4. Invite a Patient through Collaborator
5. Invite a Doctor through Collaborator

Now follow the instructions below:

1. Once on the Manage Account page
2. Here you will see the following users:
   1. Non-registered users your practice has invited into the practice
   2. Non-registered users your practice has invited outside of your practice
      1. **Once an invited user who is NOT apart of your practice, will no longer show in your Manage Account list once they register.  
   3. Registered users in your practice
      
           
3. Here you can see the following column headers, which each user listed (each column is sortable):
   1. First Name
   2. Last Name
   3. Email
   4. User Role (Doctor/Staff or Patient)
   5. Created (Date of Invitation) 
   6. Last Activity (if registered, only for users in your account)
   7. Registered Status
   8. SecureMail Tier (Free or Paid)
   9. Actions (Re-invite and/or Edit)
   10. Search field can search the following columns:
       1. First Name
       2. Last Name
       3. Email
          

Additionally, you can complete the following actions (dependent if the User is Registered or Not):

Not Registered Users	Registered Users
Reinvite a User Edit a User	Edit a User Unlock a User Purchase SecureMail for a User

 

Reinvite a User

Here you can re-invite any users who are not registered.  If the user is registered, you will not see this option!!

1. Once on the Manage Account page
2. Find the correct user and select the Reinvite button:
        
3. A black confirmation located in your upper right hand corner will give you confirmation the invitation was sent!
   
   
   
4. Once the Reinvite button is selected, it will no longer be visible for use on this user.  This is just to ensure you do NOT spam the user with multiple email invitation. 
   1. **If you need to resend this invitation again, you can refresh this page
   2. The Reinvite button should now be visible again.
      

 

Edit a User

In this section, we will go over the following:

1. Editing Non-Registered Users
2. Editing Registered Users

Editing Non-Registered Users

This will go over editing a user that is NOT registered (either in your practice or in another practice). Please note, you can update the non-registered users email during this time.  

1. Once on the Manage Account page
2. Find the Non-Registered user, and select the Edit button:
   
        
3. Here you can edit their Email Address:
   
          
4. Once you are done editing, select the Save button.  This will immediately resend the initial email invitation to the updated/saved Email Address:
        
5. This will bring you back to the Manage Account page, and a black confirmation will display in upper right hand corner once the email is updated and invitation is resent:
   
   
   

Editing Registered Users

This will go over editing a user that is registered under your practice.  Please note you cannot change the email of any registered user.  

1. Once on the Manage Account page
2. Find the Registered user, and select the Edit button:
   
       
3. Here you can review the following:
   1. Email Address
   2. SecureMail Current Tier (Paid, Paid with Plugin or Free)
      
      

      Paid - SecureMail	Paid - SecureMail + Outlook Plugin	Free

            
   3. Shopping Cart button for SecureMail Plan Purchases:  You can purchase SecureMail for any other user in your practice (excluding patients), using the Shopping Cart button.  The user you are logged in as, must have a credit card on file in order to see the Shopping Cart button.  
      
      1. Purchase SecureMail (and SecureMail Outlook Plugin) Monthly or Annual Plans
      2. Purchase an upgraded plan for the paid SecureMail user.
         
   4. Selecting the Save or Cancel button will redirect you back to the Manage Account page:
      

 

Purchasing SecureMail for Another User

With the User Manager role, you can purchase SecureMail (and SecureMail Outlook) options and plan upgrades for other users in your practice through the MySecurePractice portal.  

You can only purchase options and plans for Doctor and Staff accounts within your practice, this option is NOT available for patients.

1. Once on the Manage Account page
2. Find the Registered User needed, and select the Edit button:
   
         
3. Select the Shopping Cart button:
   
   • If the user has an annual SecureMail and the SecureMail Outlook Plugin plan, like this example below:
     
           
   • Once you select the Shopping Cart button, you will get this message as there are no additional plans you can buy for this user.
4. Select the plan options, by selecting the checkbox to the RIGHT:
   *Note, the plan options will vary dependent on the user selected:
   
         
5. Select the Purchase button:
   
       
6. A pop-up will ask you to confirm the purchase with your credit card on file, select the OK button to proceed:
   
   
   • If you purchase the Outlook Plugin, it will give you the option to download that install on the current computer you are on (click here for full instructions for installing the outlook plugin).
     
7. Back on the Edit User page, select either the Save or Cancel button to get back to the main Manage Account page:
   

 

Unlock a User

If a user in your practice fails to login to the https://mysecurepractice.com portal (more than 6 failed attempts) their account will be locked for security purposes. 

1. Once on the Manage Account page
2. Find the user needed, and select the orange Unlock button:
   
       
3. This will instantly unlock the account, and display a black confirmation in your upper right hand corner:
   

 

User Manager user capabilities

1. Modifying 2-Step Verification Settings
2. Viewing users and their registration status
3. Editing information for invited users (to help with registration)
4. Paying for additional user accounts
5. View your SecureMail payments and invoices
6. Managing User Manager users on your account

*Remember to keep in mind these features should only be used for user accounts that are part of your practice - NOT accounts for your colleagues or referring offices that are part of another practice.

*The User Manager role is simply for paying for a user account that is part of your practice, it is not used for inviting users within your practice.

*User Manager capabilities will automatically be added to the account that was the first created for your practice.

1. Modifying 2-Step Verification Settings
   

   Within the "Manage Users" view you will find the 2-Step Verification Settings for all users on your account. Here you can toggle this setting on and off to require a second verification step during the registration process for doctors or patients you send secure messages to.
   
   Read more about 2-Step Verification settings here.
   
         

2. Viewing Users and their registration status
   

   This "Manage Users" option will show any MySecurePractice portal user that has been invited to your practice's main account - whether they have registered fully or not.
   
   See instructions for inviting users to your account for the first time here:
   Invite a doctor or staff in your practice to use SecureMail
   
   You will see in the Manage Users view that they have either registered but haven't completed the two-step verification, or that they have fully registered and completed the two-step verification
   
        

3. Editing information for invited users
   

   If your account is a User Manager, within the "Manage Users" screen you will have the option to "Edit" the information for any user you have invited and update information to assist them with the registration process. You can modify the email address you sent the original message to, as well as the phone number or cell phone number you entered during the sending of the original message. Remember to SAVE your changes, then you can ask the user to try following the registration link again and/or send them a new message to the current email address for the account.
   
            

4. Paying for additional user accounts
   

   Once you select the "Edit" button on any given user's account, you will have the option to "Purchase SecureMail for this User," similar to below:
   
   
   If you choose to purchase SecureMail for a user, you will see the confirmation screen shown below and this account will be granted paid SecureMail access immediately:
   
    
   
   **This will start charging the $10/month per account fee using the credit card used to pay for your original account with. If you wish to make any changes to this payment method or other arrangements, you must contact our Billing Dept. directly at 800-840-5383.

5. View your SecureMail payments and invoices

   A User Manager user has the ability to view their SecureMail payments (for your account and any others you may be paying for) within the Messaging tab your user Profile settings. Choose "Profile" from the drop-down menu in the upper right corner of the screen and then the "Messaging" tab to see this option.
      
   Here, clicking the "View Invoices" button will open up a list of payments (for your user and any others your User Manager account is paying for) and also provides a button that will email the invoices for your user only to your email address
          

6. Managing User Manager users on your account
   

   Your practice's main account can be setup with as many User Manager users as are needed. Only PBHS Support can assist you with adding User Manager privileges onto an existing user's settings.
   
   Also keep in mind that this User Manager user must have a credit card on file. If your account was granted User Manager privileges but already paid for by another User Manager, you will not be able to pay for additional accounts in this way.