Reactivating a User

If a staff member of who has left your practice returns, and you had inactivated them in Vision 3, instead of adding them as a new user you should reactivate their User Details.

To reactivate a staff member:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance.
2. Select Staff , or the Staff tab to list existing staff. Staff display under two folders, Active and Inactive:

   

3. Select Expand next to Inactive to display the list of inactive staff.

4. Right click on the staff member to be reactivated and select Reactivate.
5. The user is moved to the Active folder and the User Details - Update screen displays, check the details on each tab are still correct. If anything needs to be updated, select Edit and update as appropriate.
6. Select OK to save.
7. Now, from the left-hand pane, select Security.
8. Select Actions - View Inactive Users:

   

9. Right click on the staff member required and select Edit User.

10. The User Details - Update screen displays, remove the tick in Inactive:

    

11. Select OK to save.

12. Finally, right click on the staff member again and select Reset Password.

13. The Change Password screen displays, complete as follows:

    • New Password - Enter a password, between 6 and 12 characters long. At least one character must be non-alphabetic. For security purposes, nothing displays on screen as you type, not even asterisks. Press the Tab key on your keyboard to move on.
      Important - There is no warning if you enter more than 12 characters, but additional characters are not retained.
    • Confirm New Password- Re-enter the password in exactly the same way. A warning message displays if you have not included at least one number, or if the Confirm New Password entry does not match the New Password entry.
      Note - Every user needs a password to sign on to Vision 3, this initial password must be changed the first time the user logs on.

14. Select OK to save.

The returning member of staff can now log in.