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Complete this task to create accounts for each Connect user.

Step-By-Step Guide

 

Step

Instructions

Additional Information

1

From the Users page, click Create. The User: New / General Information tab opens.


2In the General Information section, enter the full name of the user in the Name field. 
3(Optional) Enter the 10-digit telephone number and extension, if applicable, of the user in the Phone Number field. 


4(Optional) Enter the e-mail address of the user in the Email field. 
5Verify that Active Disable Account is not selected for Account Status.  Only select this option to disable the account.
6Verify that No Administrator option is not selected for Administrator unless the user account being created is an admin. 
7In the Login Setup area, type the unique identification that the user will use to log into a Connect application in the Username field. 
8(Optional) Open the Provider drop down list and select the provider to map this user (for iPhone app users only). 
9Enter the unique password the user will use to log into a Connect application.


Note

The password must be at least six characters and must contain at least 1 number and 1 uppercase letter.


10Enter the password again exactly as you typed it in the previous step in the Confirm field. 
11In the Practice Affiliations list, select practices the user will access. 
12In the Roles list, select the roles you want to assign to the user. 
13Click Apply. 
14Click Save to save and close the page. 

 

 

 

 

 







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titleRelated Topics

Users

Users Page

User: [name] / General Information Tab

User: [name] / Audit Tab

Updating Users

Deleting Users

Resetting Password



Panel
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titleRelated Training/Support Documentation

Not applicable for this topic


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