| • | Following are the pre-requisites for creating a new user; |
| o | First create a practitioner account specific to the user |
| o | Also create a DrFirst account for the new user |
| o | User shall also have a secure email account, preferably company email |
| • | Go to admin and click on “Roles to User Assignment” |
| • | Click on “New” just below the list of users |
| • | Enter the user name, first name, last name, password and other information |
| • | Make sure you check the box "Is Active". If this box is unchecked, user will not be able to log-in |
| • | From the “Practitioner” drop down menu, please select the practitioner created for that user (Please review the section "How to create a practitioner") |
| • | If the user is going to need access to “DrFirst”, first create a user account in “DrFirst” and then enter the same user name in the “Rcopia user ID” field (please review the section "How to mana rcopia users" if you need help in creating user accounts in rcopia) |
| • | Rcopia password is not required but it is OK if you enter |
| • | Check the box “Rcopia user is active” |
| • | You MUST also enter the email for that user. This email will be used for resetting the password and some other function related to that user |
| • | When you click “Submit” system will prompt you to assign a role to the newly created user |
| • | “Role to user assignment” screen will be displayed again after you click “OK” on the prompt |
| • | From the users list, find the user you have just created and assign a role based on the function of the user |
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