| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click Users and Schedules tab > Users and Schedules button. |
| 3. | Click New on the menu bar. |
| 4. | Click the check box if the entry will require a schedule. (Note: Some users may not have schedules. For instance, Support Staff users may log in, but might not need schedules.) |
| 5. | Enter the name or description of the user or schedule. (Note: Consider your user names carefully because they are displayed throughout Titanium on things like the task list, appointment screen, schedule header, and reports. They will also be printed on client invoices/statements, if you checked that option on the Billing tab.) |
| 6. | Click the check box if the entry is a user. (Note: You can create entries for resources like rooms or equipment that need a schedule to reserve times, but are not users.) |
| 7. | Enter a user name that will be used to log into Titanium. |
| 8. | Click the Set Password button. |
| 9. | Enter a strong password for the user in the New and Confirm password boxes, and click OK. (Note: Passwords must be between 8-32 characters, and contain upper and lower case letters and numbers. Passwords may also need symbols, depending on your settings on the Security tab.) |
| 10. | Use the pull down menu to set the user security level. (Note: Titanium Support is unable to log onto your Titanium application, if passwords are forgotten. We cannot reset passwords. Only users that you designate as System Administrators are able to do this. Therefore, Titanium strongly recommends creating at least two System Administrator accounts, to allow access to the system if one user is unavailable, and creating at least one Temporary Emergency Access account, and storing the information securely in the center.) |
| 12. | If the user will sign notes, type in the signature that should be added when notes are signed. |
| 13. | If desired, type in the user's degree and license number in the text boxes. (Note: These will only display when notes are printed.) |
| 14. | If desired, use the pull down menu to change the schedule access for the user. (Note: If the schedule is for a resource like rooms or equipment, you may want to allow all users access to the schedule.) |
| 15. | If desired, use the pull down menus to change access to use the reports function to generate reports and export data. (Note: The default access by user level is set on the Security tab in the system settings. Use this pull down menu to change the default for an individual user.) |
| 21. | Click Change User Settings to change the user's settings. (Note: If you set Provider 3 users to view only assigned schedules, you should set the default and assigned schedules.) |
| 22. | If you activated insurance billing, click Billing to enter the user's insurance billing information. (Note: Users can enter this information on the Default tab in User Settings.) |
| 23. | Repeat Steps 3 - 22 to add all desired users and resources. |
24. Click Save.
25. Click Exit.
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