Add, Edit or Remove a Staff Member in Single Sign-On

Adding a Staff Member to Single Sign-on

When you add new staff members to Tops Ortho, it's important to add them to Single Sign-On. This grants them access to features in your Comm menu (Tops Reminders and Messaging) as well as Off-the-Charts (Patient Rewards Hub, Braces Academy, etc.)

1. Go to Tops Ortho > Practice Setup > Single Sign-On.

   

2. Select the service for which you wish to add the staff member's credentials, such as Tops Reminders, Braces Academy, Invisalign, Patient Rewards Hub, Messaging, suresmile, EasyRx, Gaidge Analytics, iTero, or TopsPay portal.
3. If all staff members use the same username and password (this is common for Tops Reminders and the TopsPay portal), highlight the name of an employee already in the list and click on the duplicate icon. Note: If the staff member has unique credentials, please read step 5b.

4. A window will display; select the name of the staff member you would like to add. Press Tab.
5. If applicable, check off which office locations the staff member will need to access.
   1. If you used the duplicate tool, you will see the credentials auto-fill.
      1. For TopsDPX only, enter the user's unique email address if they have been set up with a unique user account in TopsDPX.
   2. If you are adding unique credentials, carefully enter the username and password.
6. Click Add Password.
7. The new employee will now appear in the list. They should now be able to access this service by entering their Tops password only.
8. After adding the employee in Single Sign-on, you will need to make sure the computer being used has the System Encryption Key installed. See the related article below for more information.

Removing or Editing a Staff Member's Credentials

When login details change to a service accessible from Tops, or when a staff member no longer is employed with your practice, it's important to update Single SIgn-on.

1. Go to Tops Ortho > Practice Setup > Single Sign-On.

   

2. Select the service for which you wish to modify or remove staff member's credentials, such as Tops Reminders, Braces Academy, Invisalign, Patient Rewards Hub, Messaging, suresmile, EasyRx, Gaidge Analytics, iTero, or TopsPay portal.

3. Highlight the staff member's name by selecting the staff member from the list.

   

   1. To remove the staff member, click the minus symbol to remove the staff member's Single Sign-on entry.

   2. To edit the credentials of the staff member, click the pencil symbol to edit the staff member's credentials and update the user's credentials. Don't forget to click the Save Changes button.