How to Create a New User Account

Users that have access to this feature: Site Admin

Step by Step Guide

Step 1: Navigate to the blue menu on the left-hand side of the screen. If the menu is collapsed (i.e. you only see icons, no menu headers) click on the “>” icon to expand the menu. Select “Global Settings” to display the submenu options, then click “Users.”



Step 2: Click the green “+ New” button in the upper right-hand corner of the screen to create a new user account.



Step 3: Fill in all required fields, then click “Save” or “Save & Add Another.” The Save buttons will activate and turn green when all fields are completed.



Helpful tips for new user accounts

  • We recommend using the user’s EMR ID as the “User ID” in ER Express.
  • ER Express user accounts should only utilize email addresses provisioned by the employer/health system.
  • The “Default Entity” is the location in which the user works most often. When the user logs into ER Express, this location will be their home page.

Learn more about access options for each user management role





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