Adding new users to ACM Messenger is a simple process and takes 2 steps:
- Set default log-in settings
- Add new users
- Via the Add New User button
- Enabling users after they log in
STEP 1 | Choose Default Log in Settings
This step should be done during onboarding, and before adding additional users, it is recommended that an Organization Administrator choose one of these three options for how new users can first access Automated Care Messaging.
- Navigate to: Main Menu ☰ Settings > Organizational Settings > Login Settings
- Choose one of the following:
- Request Access: New user accounts must be enabled by an Admin before they can start sending messages
- Allow Access: New users automatically gain access as soon as they log in for the first time
- Allow Access with Message Review (Default): New users gain immediate access, but their messages are automatically moderated.
STEP 2 | Add New Users
Option 1 | Invite new users
Only Organization and Facility Admins can add new users with the Add New User button. Users added via the Add New User button can either gain immediate access, require enablement from an Admin or require review. We recommend you choose your default log-in setting from Step 1 to be Allow Access with Message Review.
Add new users by navigating to:
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Main Menu ☰ > User Management > Users.
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Initiate New User Creation: Click the Add New User button in the top right-hand corner.
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Provide User Details: A pop-up window will prompt you to enter the new user’s full name and email address.
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User Receives Invitation: The new user will receive an email containing the name of the person who invited them to ACM Messenger, along with a link to log in.
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Default Permissions: New users are automatically assigned “User” level permissions and will have access to all the facilities they are associated with in PointClickCare.
Option 2 | Users request access
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Access the Platform: Send users here to log in using their existing PointClickCare credentials.
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Await Approval: Users see a message indicating that they must wait for an Admin to grant access.
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Admin Notification: All Organization Administrators will automatically receive an email when a user requests access.
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Enable: An Admin must log in and enable access.
By default, new users will have User level permissions and have access to all facilities to which they are assigned in PointClickCare
NOTE: Users added via the Add New User button can either gain immediate full access, gain access with message review, or require enablement from an Admin. We recommend keeping your default as Allow Access with Message Review.
STEP 3 | Enable users and assign roles
New users who gain access via Option 1 | Users Request Access will need to be enabled. If a user’s account is not enabled they will not have access to ACM Messenger. To do this, an Admin must navigate to:
- Main Menu ☰ > User Management > Users
- Assign a role
- Click the “key” icon
- Assign facility access
- The user is now enabled
- A user’s status (Enabled/Pending/Disabled) can be determined in the Status column.
Logging in for all other EHRs (including FlexData Integration)
For users who do not have PointClickCare credentials or accounts that have been configured using Cliniconex’s FlexData adapter, you will need to reach out to support@cliniconex.com to add new users. Please ensure you send the following information along with your request:
- Name
If you have multiple users to add please send it in a spreadsheet!