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Create/Manage CareMessage User Accounts
Create/Manage CareMessage User Accounts

Set up Staff Member and Staff Supervisor accounts for your organization's users

Natalie Welker avatar
Written by Natalie Welker
Updated over a week ago

Requesting a User Account

Any user with a Staff Supervisor account at your organization can create a new user account for you. If you'd like to have an account created and are unsure of the best Staff Supervisor to reach out to at your organization, [email protected] can help you find the right person. 

Creating User Accounts

  1. Navigate to "Settings" on the main CareMessage toolbar 

  2. Click "Create Staff" on the top right 

  3. Fill out the Name, email address, and contact fields 

  4. Select "Staff Member" or "Staff Supervisor". Staff Members have limited access to CareMessage. You can customize their access by feature. To give a user full access to CareMessage, select the "Staff Supervisor" role. Note: One Staff Supervisor cannot edit another Staff Supervisor. If you need to edit the account of a Staff Supervisor, please reach out to [email protected].

  5. If you'd like your staff members to only have access to some features and not all - use the Access by Feature drop-downs to select which features the staff member will have access to. 

  6. Should this user access Protected Health Information (PHI)? Each new account will default this setting to "No", obscuring their ability to view protected health information in your system. If you're adding staff who need to see the name, date of birth and other patient identification and upload patient files, select "Yes".

  7. Select "Create" 

Updating Existing User Accounts

  1. Navigate to "Settings" on the main CareMessage toolbar

  2. Select the "Edit" button next to a staff member's name 

  3. Update the desired settings 

  4. Select "Save" 

Resetting a Password

Note: The process to set-up an initial password and resetting an existing password is the same. If the initial "Welcome to CareMessage" email link expires - users can follow the reset password process to generate a new email to set-up their password.

You can reset your password by entering your email here:

Once you do, you'll receive an email with a link > Click on the "Change my password" link

Once you click on the link, you'll be brought to a new tab > on the new tab > click on "Get my security code" and keep the tab open

This will then send you another email that contains a security code > you can then enter the security code and your new password on the page

Expired Account?

If an account if expired, you'll need to reach out to our Support team either through the Chat Bubble or via email to [email protected] and let the Support team know the name/email of the user with the expired account - and we can reactivate their account for you.

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