Go to your Organization Selector and select the new user’s appropriate organization. A new user account must be created at their actual assigned organization.

Go to Admin > Security > Users to view the Users grid.

Click on New User to access the New User form.

Enter the Username, which must be a complete email address, as well as the rest of the required fields. There is no need to check “Create a temporary password” because a password is not needed if they are using the EPR Portal.

Click on Save User to save the account and navigate to the user profile page.

Once on the user profile page, click on Add Groups and select the appropriate permission group from the dropdown. Click on the plus symbol to the right of the dropdown to add the group to the account. The Default (Home Only) permission group is the minimum permission required to access the Home main menu and use the Tasks grid.

The user profile icon has an extensive list of links that control information relating to the user account. Most are not utilized by EMSWeb. The links that may be used are within the Contact Info and Security sections. These sections allow you to edit the email addresses to which alerts are sent and assign users to an individual’s account, respectively. An individual with assigned users will be able to view the assigned users’ tasks on their own Tasks grid.