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Adding A Vestigo Site User

Typically, only site-level Vestigo System or Security Administrators can add new users. However, individual sites may modify these default permissions as needed.

Every Vestigo user, either site user or a protocol specific user, must be linked to a contact created by the site in the Address Book. This article covers adding a Vestigo Site User, which is typically a pharmacy user. For Protocol specific users, please reference this article.

 

Permissions Needed

AdminMain – Access the application administrative menu

ApplicationUsers - Ability to add and edit user accounts

The permission, ApplicationUsers, allows users to create user accounts, but users must have a role that has the ApplicationUsers permission in the facility to add any users to a facility. 

If the user has the permission in IDS Pharmacy only, they can create user accounts and add them to the IDS Pharmacy but would not be able to add them to the Parks Pharmacy.

 

Adding New Site Users to Vestigo

If you have not added the user as a contact in the site address book, please check out this article to add a user to the address book.

  1. Hover your mouse over Main at the top right of the screen and click on Application Administration
  2. Click on the Add/Edit User Accounts under User Accounts and Security
  3. Click on Add New User
  4. From the drop-down menu, select the contact and click select.

     

    If the contact record does not exist in the drop down menu, they may already have a user account associated with their contact record. Uncheck the Active Users flag and confirm if they have a pre-existing account.

  5. Enter a Username that will be associated with this user and click on Check Username

     

    Usernames are unique and cannot be duplicated. 

     

  6. Leave the Identity Provider as what populated by default. Modifying this can break the user's ability to authenticate.
  7. Do not check the Billing Portal Access or Protocol Specific User flags
  8. Add the required access to the user by assigning a role in a facility. Users can assign roles by selecting a role from the dropdown, or clicking the View by Facility radio button and select roles by facility
  9. Click Save.

The user will receive an email about the new account created. If the user is experiencing issues upon sign in, ensure they are signing in at the unique URL for the site.