Create a User

Create a New Domain

To create a new Domain user or add an existing Domain user to your Vault:

1. Open your Clinical Vault.

2. Navigate to Users > Create. The Create User page displays.

   

3. Click Domain User under User Details.

4. In the Domain User field, begin typing the user’s email address. A dropdown list displays:

• If the user is a part of your Domain, select them from the list.
• If the user is not a part of your Domain, click Create Domain User and enter their information in the pop-up window. Click Save. The system populates all known information in the General Info and Account Details sections.

5. Enter any contact information that has not been populated by the system.
6. The Grant User Access section includes a list of available profiles. Select the appropriate Security Profile for the user and enter it in the Account Details section.
7. Select the appropriate Person Type for the user.
8. Select the desired Activation Date.
9. Click the Send Welcome Email on Activation Date checkbox to ensure that the customer receives an email notification of their access.
10. Set the Security policy associated with the user:
    • Basic (non-SSO)
    • Required SSO
11. Click Save to save the user in the Vault.

Activate and Deactivate a User

You can set users to Active or Inactive in the System.