Adding and Managing Users

Users must be added to Protoqual before they can participate in learning or access dashboards.

Administrators can manage users from the user management area of the platform.

Adding a User

When adding a new user, administrators typically provide:

• Name
• Email address
• Practice or location
• Role or permissions

Once added, the user will receive access to the platform.

Enabling Learning

If your organization is using Protoqual learning, learning must be enabled on the user’s profile for them to receive assigned activities.

If learning is not enabled, the user will not receive learning assignments.

Updating User Information

Administrators can update user profiles when needed, including:

• Changing locations or practices
• Updating email addresses
• Adjusting permissions

Removing Users

If someone leaves the organization, their account should be removed from the practice.

Removing former staff ensures that engagement scores and participation metrics accurately reflect the current team.