Articles
Add, Edit, and Deactivate Users
Learn how to set a temporary password expiration time and add, edit, and remove users in NextStep.
Add Users to and Remove Users From Multiple Groups
Learn how to add a user to or remove a user from multiple Groups within Maintain Users.
User Role Setup
Learn how to add, view, and remove a User Role and add User Roles to Case Assignment Roles.
Manage User Permissions by User Role
Learn how to manage User Role permissions.
Add an Individual User Permission
Learn how to add or remove individual user permissions for a specific user.
User Permissions
This table lists active User Permissions within NextStep Clinical and their definitions.
Add a New Case Role to the Face Sheet
Learn how to add new Case Role drop-down menus to the Face Sheet.
Reset a User Password in NextStep
Learn how to change your staff passwords as an Administrator or your own password as a user.
Restrict Staff Access to a Client's Record
Learn how to hide a client's records from a specific user.
Set Up an External User
Learn how to set up an external user login.
Manage a User's Group Scheduler Appointments from Maintain Users and Group Notes
Learn how to add a user to a group scheduler appointment from Maintain Users and Groups Notes.
Enable and Use Forms Whitelist by User Role Functionality
Learn how to enable the Forms Whitelist by User Role feature and add and delete Forms to and from a User Role.