Guides

CHC - Creating New Users

Creating New Users in CHC2DST

In CHC2DST Settings click on the Users screen:

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Click on the “Create” button in the top right-hand corner:

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Type in the user information and then click on the “Create” button at the bottom of the screen.  This will trigger a validation email

Once the user has been created you will need to assign the user to the relevant Security Group(s) that control the access permissions:

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Click on the “change” button underneath “Security Group Membership”:

 

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Select the Security Group(s) you want to assign to the user and the click on “Save changes”:

 

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The screen will then refresh and display the Security Group(s) that have been assigned:

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Confirming Email Address

The new user will receive an email with a link prompting them to “confirm your account”:

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The user clicks on the “Confirm your account” link and then they will see a message “Email confirmed”.  The account has now been confirmed in CHC2DST.

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The user then clicks on the “Login” button and that link will show a screen like below.  The user can now close this browser window.

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The user will receive a separate email confirming they have been set up as a user with their username and initial password:

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The user should then open a Web browser and login to CHC2DST using the URL for the CCG.  The user will see a screen like this:

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The user will type in the email address and their initial password in their welcome email and click Sign-in.

The user must take care if copying and pasting from the email to ensure they do not include any spaces after the email address or password.

As this is the first time they will have signed in they will need to change their password to something more memorable:

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The user enters the existing password, then sets a new password and then clicks “Continue” to sign-in to the system.

 

Change Password

Users can change their password inside the application by clicking on their name at the top right corner and then clicking the “Change password” button:

 

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The user types in the new password, confirms the new password and then clicks on the “Update” button:

 

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