Setting Client Info, Users & Menu Roles

Updated on July 29, 2026 | 01:10 PM – CST

This covers the first part of the administration setup: your company info, your users, and the roles that control what they can access.

The video walks through client info, where your practice account and billing details live, then the user tab, where you create logins and assign each one a required menu role.

You'll also learn how menu roles are built, with menu privileges controlling what a user can see and button privileges controlling what they can do.