Create organization(s) & user(s)

Updated December 18, 2024 23:11

Create an organization

Once you log in to the Admin Portal using multi-factor authentication:

1. If the main menu (left side panel) is not immediately visible, click on the menu icon (top left corner).

2. Click Organizations.

3. Click the + sign below the list of organizations.

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4. Populate all the required information (indicated by a red asterisk) and click Save.

Create a user within an organization

Once you have set up your organization, go back to the home screen.

1. Look for your organization's name (username) and click on it.

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2. From within your selected organization's sub-menu, click Users, then click the Create button.

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3. Populate all the required information for the user as accurately as possible and click Save when you are done.

Note: Accuracy and completeness of required user details are key for successful user registration later.

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Username will be autogenerated if you do not create one.
Click on the + sign next to Licenses to add this information for your user.
Toggle on Org Admin to give your user to have an administrator role.
Clinical Communication Enabled is a permanent setting that allows for messages between the pharmacy and provider.

4. You will see that your newly created user has a status of Organization not Onboarded. This means that your user will be unable to e-prescribe until you trigger the process for the user to onboard.