How do I create a new PointClickCare security user?

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This task requires the Admin Security Role (system) or a role with equivalent access. Create a separate Security User for each person.

1. For a single facility, open Admin → Setup → Security Users or Admin → Manage Users. For multiple facilities, open Management Console → Standards → Financial Management → Security Users.
2. Select New and complete the required identity and account fields.
3. Select Save & Next, choose the approved security roles, and save.
4. If the role includes Collections, complete the Collection Groups assignment.
5. Assign the facilities the user needs and verify the completed access.

Enterprise User grants access to all facilities. To limit access, leave that setting unselected and use access to choose specific facilities.

Complete the clinical user’s designation and other required profile settings. Configure SSO, remote access, and authentication according to your organization’s approved setup; these are not automatic consequences of creating the account.

Need more help? Submit a support ticket.