Managing Users

1. Login in as a home office user.

2. Go into the Setup section (top right hand corner)

3. You will be taken to the information for your username. Across the top, you will
see options for New User or Edit User.

4. CREATING A NEW USER:

a. Get approval from Lori Buchanan or Stephanie Storz before adding a new
user
b. Select the New User tab.
c. Enter in the appropriate information. You must enter the following:
i. Username
ii. Title, First Name, Lastname
iii. Job Title this can be anything in the list.
iv. Email address this is a must so that they can request new
passwords or get appropriate emails from the QSight team when
needed
v. Startup Page should be SurgiTrack
vi. Password I usually use surgitrack but you can use anything here

vii. Roles Select ST DC, ST Home Office, ST Implementation, or ST

Sales Rep AND (hold down control) and select SurgiTrack
viii. Hit save and the user is created

5. To Edit a Users information or to Create a password:

a. Select the Edit User tab.
b. Select the appropriate username from the dropdown list.
c. Make the appropriate changes, making sure that the Startup page still says
SurgiTrack and the appropriate role are selected.
d. Hit save and the changes will be made.

6. To Delete a user:
a. Select the Edit User tab.
b. Select the appropriate username from the dropdown list.
c. Select the Delete This User button next to the user name.
d. Once you delete the user they will no longer have access but will still
show up in the username drop down list. They will have Restore This
User beside their name instead of Delete This User.