ASSOCIATE USER ACCOUNT CREATION

Creating an Associate user account allows individuals who are associates of the organization to securely access the Developmental Services Demo environment. This account type provides role-appropriate permissions, enabling associates to view and perform assigned tasks while maintaining data security and organizational boundaries.

 

The steps below shows how to create an associate user account

1. Go to Organization Details
    

2. Select Users

 

3. Under Users Select the second option for Show users that are: " Associates of the organization in context Developmental Services Demo"
 

4. You can Click on Edit on an already existing associate user account or you can click on Add user to create a new associate user account.

5. To create a new associate user account select "Add User"
 

6. Fill out the first Details Tab, 
Change the status to Enabled
Add the Userid
Password
Confirm Password

Fill in the
Last Name
First Name(Common)
Legal First Name

And address information then Save
 

7. After saving the other tabs will be available to edit "the Contact Points, Roles, Permissions and Notifications".

8. Assign these tabs as needed.