A NEW feature has been added: the ability to copy an existing user's settings when setting up a new user. To try out this feature, go to a location's list of people and expand the user whose settings you want to copy. The "Copy" button will launch the form to create a new user and the copied settings will be automatically applied behind the scenes.

To add a person,  

• 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. 

• Optionally, select the user’s role or roles. Only users with accounts can have roles.

  • There are many different roles available depending on the Novari Health applications your organization has implemented. Roles are described in detail below.
• 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.  
• Select Add Person