Adding a Person
Login to ATC:

• Security Module.
• Manage Users.
  
• Manage User List.
  

In Identity:

• Navigate to People.
  

• Select Add person in the People list.
  

• In Add new person, enter the person’s first name and last name.
  

• Optionally, select Create account. You can create an account now or later. Accounts are required for signing in to Novari Health applications and for assigning roles to a person.
  
  

• Select Add Person

If you chose to create the account, the panel expands and displays the necessary fields.  

• Enter the person’s email address. This is the person’s username when signing in to Novari. 

IMPORTANT – Ensure the email address entered is correct. You will not be able to edit this once you save this information. 

IMPORTANT – There is only one email address/username per account. Multiple persons cannot be created using the same email address. 

• If your organization has implemented partner sign-in, select this check box. When enabled, a user must sign in with their workplace credentials by selecting their organization on the sign-in page.
  
   
  

• If your organization has not implemented partner sign-in, enter a temporary password. You must provide this password on to the user; Novari Identity Management doesn’t.
  • Passwords must be at least 8 characters long and contain at least an upper-case character, a lower case character, a number, and a special character like @, ! or $.  
  • All users will be prompted upon initial sign-in to change their password using the same criteria.  

• Optionally, select the client(s) this user is associated with. 

• Select a Role, this user role grants the user access to Novari ATC
  

• Select if the user is a Health Information Custodian (HIC)  
  • A Health Information Custodian has custody or control of personal health information, typically a physician (not their agents or employees)  
  • When enabled, a user will be prompted to accept additional terms and conditions on first sign-in.  
    
    

Go back to ATC and on the Manage Users page, click the checkbox “Include users without health centres assigned (highlighted in red)” this will highlight the user or any users that have been setup but have no ATC settings applied, etc.

Click the email of the user to open their account details/edit user page.
The top section is where you can add access to health center(s), add them to have the correct access, etc.  
Once the user permissions have been updated, they can be added to a group. This is required for sign in.