Applies to: Admin users | Platform: admin.practice.overjet.ai
This article covers the complete user management workflow for Overjet Admin users adding individual users, editing existing accounts, deactivating users, and managing large teams in bulk.
Only users with the Admin role can perform these actions.
Adding an Individual User
Use these steps to invite a single user to one or more clinic locations within your organization.
Open the User Management Platform
Navigate to admin.practice.overjet.ai and sign in with your Admin credentials.
Click the Actions button
Located at the top of the Roles and Permissions screen.
Select Add User
The Add New User panel opens on the right side of the screen.
Complete all fields in the Add New User form
See the field reference below.
Click Invite User
The invitation is sent immediately once all fields are complete.
Note: ⚠️ Error: Failed to invite user
The email address is already linked to an existing Overjet account. Each user requires a unique email. Contact [email protected] if the account needs to be transferred or consolidated.
Editing an Existing User
Use the Edit User flow to update a user's name, role, or clinic assignments, or to resend or revoke a pending invitation.
Find the user
Use Filter by Status, Filter by Clinic, or Filter by Role — or type in the Search users field.
Click the pencil icon in the Actions column
The Edit User panel opens.
Make your changes
Update the First Name, Last Name, User Role, or Associated Clinics as needed. Email addresses cannot be changed.
Click Save Changes
Updates take effect immediately.
Additional options in the Edit User panel
Resend Invitation — available when the user has Invited status and has not yet completed account setup. Sends a new invitation email to the same address.
Revoke Invitation — cancels a pending invitation before the user creates their account. The record is removed from the list.
Deactivating a User
Deactivating removes access to all Overjet clinic views immediately. The user's record is kept in the system and can be reactivated at any time.
Click the trash can icon in the Actions column
Located on the same row as the user.
Click Deactivate Account in the confirmation pop-up
The user's status updates to Inactive.
Reactivating a user
Click the pencil icon on an Inactive user's row and select Reactivate User. Access is restored immediately.