Create New User

Administrators with the User and User Privilege Administrative Roles will be able to create a new user assigned with the appropriate privileges. If the administrator has these two Administrative Roles along with the Super Admin Role, then they will be able to create a new user account for another administrator assigning with the Super Admin Role.

The steps to create a user account for administrators and regular users are similar, except the fact that you will need to assign appropriate Administrative Roles to the administrator's user account while creating the account. To create a new user account, please follow the steps mentioned below:

1. In the Admin tab of the Dashboard, click on the New link beside the User option under the General section.
   
   
   
   
2. On the Create New User page, there are several sections. The required fields are marked with a red asterisk (*). We recommend completing the optional fields as well. Enter all the necessary information for the user.
   
   
   
   
3. In the User Information section, enter the new User's First Name, Last Name, User Initials, Login Name, Password, and Time Zone in the respective fields. You may check available initials by clicking on the Check Availability link beside the User Initials field.
   
   

   The External System Login Id is specific to the users of Nebraska. This field has been added to maintain and track information of users with the help of Login IDs that are being used by them in systems other than Therap. We are currently working on interfacing Therap Applications with external systems that are used by our users in Nebraska. This field is a step towards achieving this goal. Also note that, it is not a mandatory field. Information can still be submitted without entering any data in this field. Currently, this field is not applicable for states other than Nebraska.

   
   
   

4. In the Account Settings section, you may select the 'Active' option in the Status field to make the user active immediately.
   
   
   
   

   if you would like to create this new account as a Self Enroll Account, select 'Yes' option in the Self Enroll Account field. To learn more about the Self Enroll user accounts, click here.

   
   
   

5. In the Employer/Work Information section, select the user's title from the Title drop down menu. You may enter Employee ID and Hire Date for the user in the respective fields.
   
   
   
   You can create a new Title for the user by clicking on the Create New Title link. You will be directed to the Create New Title page. You may also provide description about the Title on the Description field. After entering the new Title in the Title field, click on the 'Save' button to save the new Title.
   
   
   
   
6. After entering all necessary information in the Create New User page, click on the 'Save' button to create the user and proceed further.
   
   
7. After saving the new user, you will be directed to the Personal Details page of the user.
   
   On the Personal Details page of the user, you may edit the following sections for this new user.
   
   
   1. Personal Information: In this section, you may enter the user's Contact Information.
      
      
      
      
   2. Preferences: In this section, you may select the User's Time Zone from the drop-down menu. You may also select the Enable Notification check-box so that the user can configure notifications for different modules.
      
      
      
      
   3. Other Contact Information: In this section, you may enter the User's Emergency Contact and Employer Information.
      
      
      
      
   4. Profile(s): This section will display the Initial Profile of the user.
      
      
8. If you would like to edit access privileges for the user's Initial Profile, click on the 'Update and go to Privilege' button. If you are done saving necessary information, then click on the 'Save' button to save the changes.
   
   
   
   
9. Clicking on 'Update and go to Privilege' button, will direct you to the Privilege page of the user.
   
   On the Privilege page of the user, you will find the following two sections to assign access privileges to this new user:
   
   
   1. Profile: In this section, you may assign a Super Role and associated Caseloads to the user's initial Profile.
      
      You may also add new Profiles for the user by clicking on the 'Add Profile' button.
      
      
      
      
   2. Privilege - Agency Wide and Administrative Roles: If you would like to assign any Agency Wide role or any Administrative role to the user, you will find these roles under this section. An Administrator assigned the User and User Privilege Administrative Roles can create new administrators for the agency. If the user is also assigned the Super Admin Administrative Role, then the user can create new Super Admin user accounts for the agency.
      
      
      
      
10. Once you are done assigning appropriate privileges, click on the 'Save' button at the bottom of the Privilege page.