Every person who needs access to EXACT must use a unique login. In EXACT there are two types of users:

• Users, these are general users, who require access to the features of the software but do not treat patients or have appointments such as receptionists or management.
• Providers, are any user who treats patients or requires an appointment book such as a dentist or hygienist.

Creating a New User Account

1. Go to Configure - Add User / Provider or click the spanner on the appointment book then select Add User / Provider.
2. The Add User window will open.
   • You can create a new user from scratch or base their settings on an existing user.
   • You will need to add the new users' login details, this is commonly their initials.
3. Select No for the Is this user a provider option.
4. Click Next and add the users' contact details, their password and security settings.
5. Once you have entered all your details click finish to complete the setup.

Tip: Each new user will be greeted with a welcome screen, providing them access to a wealth of help articles and everything they need to know to get started using EXACT for the first time.