Changing an Employee's Yapi Leap Settings (Contact Info, Color, etc.)
As a user with admin privileges, you can edit the profile information of any other staff member. This includes their name, preferred name, mobile number, email address for password recovery and login, linked Open Dental ID, and the color associated with their profile in Leap. To edit this information for a member of your team, follow the steps below.
In the left-hand menu, click Settings.
Find the user whose profile you want to change and click on their name to open their user profile.
In the General Info tab, edit the user's:
First Name - At least one character is required.
Last Name - At least one character is required.
Mobile Phone - This number is required for using Leap.
Email address - This email address is used for logging into Leap, sending users a password reset if they lose or forget their password, and for office management to invite users to Leap at other office locations (if you have them).
Position - Select the position that best fits the user's job duties.
Then click the Save General Info button to save any changes to this tab.
Optional: In the User Info tab, edit the user's:
Open Dental ID - Select the user's Open Dental ID from the dropdown menu.
Preferred Name - If a user has a preferred name entered here, Leap includes it in parentheses on their profile page so you know what they usually go by. Leap also uses this name in place of the their first name when logging their activity. For example, if a staff member's name is Nathan and their Preferred Name is Nate, the texts and emails they've sent and the templates they've made will show the name Nate, not Nathan.
Color - Use the drop-down menu to select a color for the user. This helps everyone on your team easily identify each person's activity like messages they've sent and templates they've made.
Note
The color options available are shades that meet accessibility standards for high contrast.
Then click Save User Info to save any changes to this tab.
Optional: In the Notifications tab, edit the user's notification settings:
Allow user to change notification settings - Move the toggle to right (orange) to allow this user to edit their own notification settings. This slider won't display if the user is an Admin.
Inbound texts - Move the toggle to the right (orange) if you want this user to receive inbound texts from patients. (Recommended for front desk staff.)
Mass texts sent - Move the toggle to the right (orange) if you want this user to receive a notification every time a mass text is sent from your practice.
Appointment booked via Online Scheduling - Move the toggle to the right (orange) if you want this user to receive a notification each time a patient books an appointment online. (Recommended for front desk staff and schedulers.)
Then click Save Notifications.