User Management
Overview
This article reviews the User Management features in Barti. Administrators have full access to manage staff members in their organization.
Admins can:
- Add new staff members
- Edit current staff members
- Disable staff members
- Re-enable staff members
Accessing User Management
- Navigate to your profile in the top right corner
- Click Settings
- Select the Staff tab
Adding a New Staff Member
- Click New Staff Member
- Fill in the required fields:
| Field | Required | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| Email Address | Yes | Used for login |
| Username | Yes | Set at creation, cannot be changed later |
| Temporary Password | Yes | Staff will be prompted to change on first login |
| Role | Yes | Staff or Admin — Admins can manage users and org settings |
| Primary Location | Yes | The location this staff member is primarily assigned to |
| Suffixes | No | e.g. Jr., Sr. |
| Credentials | No | e.g. OD, MD — displayed on signatures and letters |
| NPI Type 1 | No | 10-digit NPI number |
| License Number | No |
- Click Save
Editing a Staff Member
- Locate the staff member in the Staff tab
- Click the 3-dot menu to the right of their name
- Select Edit
- Update the desired fields (username and password cannot be changed after creation)
- Click Save
Disabling a Staff Member
- Locate the staff member in the Staff tab
- Click the 3-dot menu to the right of their name
- Select Disable
Disabled staff members cannot log in. Their historical data (appointments, exams, etc.) is preserved.
Re-enabling a Staff Member
- Locate the staff member in the Staff tab (disabled users are still visible)
- Click the 3-dot menu to the right of their name
- Select Enable
Notes
- Only Admin role users can access the Staff tab and manage users
- A staff member's Primary Location affects their default schedule view and location filtering throughout the app
- To manage whether a staff member appears in the scheduling dropdown, see Adding/Removing a User from the Schedule