How to add a new cloud user

Creating a New User in HealthTrack

1. Navigate to Admin > Security > Security & Permissions.
2. Select Create New User  at the bottom left of the screen.
   • The Username field will automatically populate - no changes are required.
3. Under the New User's Permissions section, you can copy permissions from an existing user with a similar role by ticking Copy Permissions From This User.
   • If needed, you can also manually add permissions.

4. Then, enter the user's personal details (i.e. email address, phone number) under the New User's Personal Details section.

Setting up a Cloud Account

• The new user will then need to click here to 'Sign Up Now' to set up their cloud account.
• The user will need an email address and mobile phone for authentication purposes.