Creating users

How to create, edit, and manage user accounts in Visualcare

The Users page is where you add new VCore users, edit existing accounts, assign user groups, and manage passwords and two-factor authentication.

To open the Users page, click the cog icon in the top menu bar and select Users.

Adding a new user

1. Open the Add User form

   Click Add User on the Users page.

2. Enter the user's details

   Fill in the required fields, including name, email address, and username.

   
3. Create the account

   Click Create to save the new user account. The user receives their login credentials by email.

Adding a new user may affect your billing. Each active user account is included in your Visualcare subscription count.

Editing a user

Select the user from the list on the left. Their details appear on the bottom right of the screen. Update the fields you need to change and click Save.

Assigning a user group

User groups control what each person can see and do in Visualcare. To assign a user to a group:

1. Select the user from the list
2. Choose the required group from the User Groups dropdown
3. Click Save

The user needs to log out and back in for the group change to take effect.

For information on creating and configuring user groups, see User group security.

Resetting a user’s password

There are several ways to reset a password:

• Self-service: a user can update their own password on the Users page by entering their current password, a new password, confirming it, and clicking Save
• Admin reset: select the user and click Send password reset link. The link is sent to the email address in the Username field and is valid for 20 minutes
• Helpdesk reset: if no administrator can access VCore, contact the Visualcare helpdesk at [e-mail]

The password reset link is sent to the email address in the Username field. If the user’s Email field contains a different address and the username email is not monitored, contact the helpdesk instead.

Two-factor authentication

Two-factor authentication (2FA) is required to access VCore. On first login, a QR code appears on the login screen. Scan it with an authenticator app (for example, Google Authenticator or Microsoft Authenticator) and enter the generated code to complete setup.

If a user’s 2FA needs to be reset (for example, after switching phones), contact the Visualcare helpdesk at [e-mail]. See Resetting your password for the full 2FA reset process.

Running into issues?

See Login and access troubleshooting for common login and permission problems.

Related articles

User group security

Create user groups and configure permission levels

Suspending and deleting users

Disable or suspend user accounts

Resetting your password

Reset a forgotten password or re-enable 2FA

User access control

Restrict record visibility to specific user groups