RootLogic › Settings
Settings

Where are the Settings in RootLogic?

Settings live in two different places depending on whether you're changing your personal preferences or practice-wide configuration.

1
Find the main Settings area (practice-wide)
Look for the gear icon (⚙) at the very bottom of the left sidebar. Click it to open the main Settings panel. This is where practice-wide configurations live: business information, phone numbers, calendars, team members, integrations, and business hours. Changes made here affect everyone using your RootLogic account.
2
Find your personal profile settings
Click your profile avatar or initials in the bottom-left corner of the sidebar — below the gear icon. This opens your personal account settings: your name, email, password, time zone, and notification preferences. Changes here only affect your own login, not anyone else's.
3
Know which settings require Admin access
Some settings sections — like adding or removing team members, editing phone numbers, or changing calendar configurations — are only visible if you have Admin-level access. If you click the gear icon and see a limited menu, your account is set to Staff role. Ask your practice administrator or contact your VMMG account manager to adjust your permissions if needed.
Important: Never contact the software vendor directly with settings questions. All support requests go through the RootLogic portal request form or your VMMG account manager. Your support contact is VMMG, not the software vendor.
Pro tip: Bookmark the Settings page directly in your browser once you find it. The gear icon is small and easy to miss, especially on a smaller screen.