CREATE - New

Note:

• Must be completed by an Account Admin.
• Each User must have their own unique credentials (Email, Username, and Password) to maintain HIPAA compliance.
• Users can have more than one associated Role.
• For assistance, hints are provided to the right of many input boxes and settings buttons.

Steps:

1. Select the “Admin” area in the green, left-hand side menu.
2. The above action takes you to the “User List” page.
3. If not, select the “Users” button at the top of the page.
4. Select the green “Add User” button.
5. The above action takes you to the “New User” and “User Roles” page.
6. In the “New User” section, complete ALL input boxes.
7. In the “User Roles” section, select the Role(s) to associate with this User.
8. Select the blue “Save” button when finished.
9. Repeat Steps 4 through 8 for each new User.