User Management
User Types
There are two types of users, staff and provider. The sections below explain what these user types are.
Staff User
Staff users can have an Admin status or a Basic status. Understanding the difference between them is crucial to ensure your team members have the right access. Below is a detailed comparison to help you identify the right user type for your staff.
Admin status (Clinic Manager)
Admin status is typically assigned to clinic managers or senior staff members. We recommend that each clinic has at least two Admin users for security reasons, in case one is locked out of their account. Admin users have the following abilities:
Access to Patient and Appointment Information: View data from all clinic locations (with permissions), if the clinic has multiple sites.
Analytics and Marketing Tools:
View the Analytics dashboard.
Access and share Appointment Request links via static link, QR Code, or Code Snippet.
Upload Data & Campaign Management: Admin users can upload data into Mikata (e.g., CSV files) and independently create and send marketing campaigns.
User Management:
Add or deactivate users.
Assign or adjust a user’s status (Admin, Basic, etc.) and manage location-specific permissions.
Basic Status
Basic status is given to staff members who require limited access to Mikata. They can:
Access Patient and Appointment Information: View data only for locations they have permission to access.
Limited Functionality: Basic users cannot upload data or manage users. They have restricted access to certain tools and features.
Note: If a basic user needs a password reset, an Admin user can send them a reset link.
Basic + Upload:
This role is similar to the Basic status but with one key difference: they can upload data. Users with this status can:
Upload Data: Upload CSV files or other data to send marketing campaigns, in addition to their Basic user permissions.
Provider User
Provider users will appear in the user table if their appointments are actively being displayed on Mikata's appointment page. This user type is specific to medical providers who are involved in patient appointments.
How to add a new staff user
Mikata users with admin permissions (i.e., Clinic Manager) can create new staff user accounts and set permissions. To add a provider please submit a help request here.
Go to settings
Login to your Mikata app and click on the gear symbol on the left side of the main Mikata dashboard, then choose 'settings'.
Select 'users' and click the 'add staff' button
Switch to the 'users' page and click on the 'add staff' button in the top right corner of page.
Fill out the new user's information
Fill out the user information fields including first name, last name, email that will be used to access the account, their role, and the locations you would like them to have access to. When all the fields are complete, press the create user button.
Please use a work email, if available, otherwise, use a unique personal email. Note that if two or more users are logged into the same account, Mikata will log out all users.
You're done! The new user will receive an email inviting them to create a password for their account.
Tip: If your new user doesn't receive their email, ask them to check their SPAM folder.
How to deactivate a user
Mikata users with admin permissions (i.e., Clinic Manager) can deactivate users.
Go to settings
Login to your Mikata app and click on the gear symbol on the left side of the main Mikata dashboard, then choose 'settings'.
Select 'users' and find the user you want to deactivate
Click on 'users' at the top and select the name of the user to be deactivated.
Click "Deactivate user"
Once you are on the individual user's settings, click "Deactivate user" on the bottom left.
Settings -> Features Column
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