Welcome to your comprehensive guide on how to add new staff members to your EPICompliance account. This step-by-step guide will help you navigate the process smoothly and efficiently.
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Important Note: The ability to add users and assign specific roles may vary depending on your user permissions within EPICompliance. Account Administrators typically have full access to user management functionalities. |
The following is a step-by-step guide to adding a new user:
1. Navigate to User Management
- Access User Management: Click the menu button (three horizontal lines) located in the top right corner of your screen. Select "Users" under the Administration section from the overlay menu display to access the User Management page.
- Initiate Adding User: On the User Management page, locate and click the "Add User" button at the top right of the screen.
- User Information: Provide the necessary details, such as the user’s email address (required for login), phone number, and date of birth (optional).
- Select Account Role: Choose the appropriate account role that determines the user’s level of access:
- Account Administrator: Full control over billing, users, and licenses.
- Account Level Billing Contact: Can view and manage account billing details.
- Account Basic User: Access to essential resources such as policies, training, and updates.
- Select License: If your account holds more than one License, click the "License" button to open a dropdown menu from which you can select the appropriate license for the new user.
- Proceed to the License Assignment Page: Click the "Next" button to move to the License Assignment page.
- Assign License-Level Role: On the License assignment page, select the user’s role within the specific license:
- License Administrator: Control similar to an Account Administrator but limited to a particular license.
- License Manager: Capable of assigning specific forms within the license.
- License Basic User: General access suitable for day-to-day operations.
- Special Designations: Assign additional roles based on user responsibilities, such as "HIPAA Privacy Officer."
- Security Confirmation: Check the box labeled “Authentication Required to Change Assignment” to enhance security measures.
- Submit the Information: Click the "Submit" button to complete the user registration process.
Additional Information
- Email Notification: The new user will receive their login credentials via email from EPICompliance.
Helpful Tips
- Quick Tips Box: During this process, each screen features a Quick Tips box on the right side, offering further guidance on understanding account-level and license-level user roles.
This guide is designed to ensure that you can add users to your EPICompliance account confidently and effectively, equipping each team member with the appropriate tools and access to perform their roles efficiently.
For questions or concerns, contact us via the following:
- Chatbox window on your EPICompliance Customer Console screen.
- Telephone: 877-560-4261
- Email: support@epicompliance.com