You must have Administrator rights to perform this task.

This help topic describes functionality that may not be part of the feature set in use at your company.

 

Add User

The Add User feature allows Administrators to create new users.

Note: To display all users, click Users under the Administration tab, then click Show All.

To add a new user:

1. In the Users section in the Administration tab, click the Add User button.
   Create a User wizard launches.

2. Enter the following required information: First Name and Last Name.
   
   Note: Required information to Create a User is marked with an asterisk.
   
   Temporary Username and Password is created.  

3. Enter an External ID or NPI Number (National Provider Identifier), if applicable.

Note:  NPI validation can be enabled on a per country basis.  When enabled, either a 10 digit number (with no spaces) must be entered or the field must be left blank. If there are spaces, non-numeric characters or more/less than 10 digits, then an error is displayed and the user cannot be saved.

4. Enter the optional Email address. If the Email password link to new users and password resets option is enabled, the password link is sent to this e-mail address. If the password e-mail doesn't appear in the regular e-mail inbox, check the junk email folder.

5. Update the Username and Password for the new user, as needed. Click the re-generate button   to create new temporary user names and passwords.   
   
   Note: Click in the Username field and update the name, as needed. Temporary passwords can only be updated using the re-generate button.   
   
   Note: Username and Password are required fields. Users will be prompted to change this temporary password when they login to the system for the first time.

6. Choose the location to manage this user in the Managed By drop-down menu.
   
   Note: Managed By sets which organization's Administrator can manage the user and it is used to determine who within the organization can edit the user. Organizations selected in Available Locations set which locations the user can access.

Note: Check the Hide from external companies option to exclude users in the search results by external companies. If the Hide from external companies option is left unchecked, the user (internal and external) will be displayed in the company's search results.

7. Set the user's Status to Active to activate the user account in Care Orchestrator.
   Deactivated users will be unable to use features in Care Orchestrator and will be visibly marked as Inactive throughout the application. Inactive users will not be able to login to Care Orchestrator until an administrative user has updated their Status to Active.
   
   Administrative users can find inactive users through searches where the deactivated users’ information is displayed in search results. Other administrative users can update inactive user accounts.

8. In the Available Roles section, choose the desired role(s) for the user. Click the arrow button to move a role from the Available Roles field into the Current Roles field or by double-clicking the role. To remove selected assigned roles, click the 'X' located at the right of the role name to move it from the Current Roles field to the Available Roles field.
   See User Roles for more information about privileges and functionality available for each user role.

9. In the Available Locations section, click the check box next to the desired location to associate it with this user.
   To remove a selected location , click the check box again to deselect the location.
   
   Note: Selecting an location will automatically select all of its sub-locations. Sub-locations need to be deselected individually.
   
   Note: Locations selected in the Available Locations set which locations the user can access. Managed By sets which location's Administrator can manage the user and it is used to determine who within the location can edit the user.

10. After all required information has been entered for the new user, click the Save button to add the new user to the system. As the new User is saved, the newly-created Username and temporary Password for this user will be displayed. If the Email password link to new users and password resets option is enabled, the password link is emailed to user. If the password email doesn't appear in the regular email inbox, check the junk email folder.
    
    Note: Make a note of the username and password information so you can reference it later or provide it to the user, as necessary.

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