How to Add Users to Your Account
These instructions will guide you through adding a new user to your account. Only Security Administrators are able to add new users. If you do not have the Security Administrator role, you will need to work with your group’s Security Administrator. If you need assistance determining who your Security Administrator is, call ICANotes Support at 443-569-8778.
From the Chart Room, click on Settings+Directories in the lower right-hand corner of the filing cabinets.
If you have the Security Administrator role, you will see a “Security Center” button in Settings + Directories at the bottom left.
To add a new user, click on the “Security Center” button. You will be prompted to enter your ICANotes password to proceed.
Once logged into the Security Center, you will see a list of all currently registered users. At the upper left-hand corner of the screen, there is a button labeled “Add User.” Click this button to create a new user in your group.
On the following screen, fill out all of the required fields in pink; yellow fields are optional. The username must meet the username rules requirements to allow the system to save the changes.
ICANotes will automatically assign a temporary password for your new user to log in initially -- you may change this to a password of your own choosing if you prefer. Once your new user logs in with this temporary password, they will be prompted to create a new password. Please write down the username and temporary password for the user you created. The system does automatically email this information to the new user, but you may want to provide it to them as well.
After all required fields have been addressed, be sure to choose a discipline. The discipline for each user can be changed on an individual level.
After all necessary information has been entered, click “Save.” A popup window will appear asking if you’d like to proceed (charges may apply when creating a new user - please call our business office at 866-847-3590 if you have any questions about pricing). After the account has been created, you will receive the following confirmation:
You will encounter a notice that the account has been created and the user must wait 60 seconds before using the account. <img src="https://app.teamsupport.com/dc/1/Attachments/b9f354e9-d5bd-4d70-b02
Common Questions
Problem: How to Add Users to Your Account.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
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