As an admin, navigate to the upper right corner and select "Setup," then choose "Set Up for Current App."
On the left-hand side, select "Users" and scroll down to select "Users" again.
This will take you to the "All User Setup Role" section. Click on "New User."
Enter the first name and last name of the staff member you are setting up.
An alias will be automatically created. Leave this field unchanged.
Input the email address of the user you are setting up.
A username will be generated. Change this to follow the format: first initial, last name, followed by "@idd."
followed by the organization for the user being set up.
The remaining information can be left as is.
For the role, select the appropriate roles based on the user type. For a DSP, choose the roles associated with DSP.
The user license should be set to "Salesforce."
Choose the profile, which can be either "IDD Base Profile" or "Holistic Base Profile," depending on the user's needs.
Click "Save" to save the user information.
An email will be sent to the user, prompting them to verify their account and create a password for their IDD Doctor Cloud EHR user login.
Following these steps will ensure that the new user is properly set up in the system.
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