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Personal User Setup

This article explains how to set up preliminary user information when first configuring your Ritten account. It covers: How to set your n...

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Written by Bridget Cashman
Updated over 2 weeks ago

This article explains how to set up preliminary user information when first configuring your Ritten account. It covers:

  • How to set your name as it presents in documentation and on system filters
  • How to set your PIN for applying your signature, as well as how your name and credentials render on a signature that you apply

Interactive Walkthrough

 

Video Walkthrough

This video walks through PIN and signature setup only.

​Text Walkthrough

1. Go to User Setup

Select User Initials in Bottom Left

Go to User Setup

2. Select User

Choose the user option

Select User

3. Setting Personal Signature

Setting Personal Signature

4. Set Signature PIN and Details

Set any required details in the signature text in order to substantiate signature for billing; six-digit PIN must be all standard numbers

Set Signature PIN and Details

5. Review additional integration and calendar information

Reach out to [email protected] for questions about integrations or other settings

Review additional integration and calendar information

6. Set Up Notification Preferences

Enroll in email notifications

Set Up Notification Preferences

7. Set To Do List Preferences

Toggle off "users" if you do not sign off on other user's documentation; review other settings and enable / disable as needed; reach out to [email protected] if you have questions

Set To Do List Preferences
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