Claiming a Team Invitation

Overview

An account on Dermi Atlas Professional is created by claiming an invitation. The license owner sends the invitation from the Dermi Portal, the invited person receives a claim code by email, and the account is created on Atlas itself, on the practice network, with a username and password of the member's own choosing. Later changes the owner makes to the account type or the email address are completed by the member in the same way, with a code.

The Invitation Email

The invitation arrives with the subject "Invitation to join a team on Dermi Atlas". It carries the invited email address, the eight-character claim code shown as XXXX-XXXX, the account type (Clinician or Assistant), and the name of the person who sent it. The email does not include the Atlas address on the practice network; the inviter provides it. The code is valid for 24 hours from the moment the email is sent and works once.

Claiming the Invitation

1. On a device connected to the practice network, open the Atlas address provided by the inviter.
2. On the sign-in page, select Claim invitation. The Claim Invitation page opens.
3. Enter the Email Address the invitation was sent to.
4. Enter the Claim Code from the email; it is accepted with or without its hyphen.
5. Choose a Username (2 to 16 characters: lowercase letters, numbers, and underscores), enter a First Name, and set a Password that meets the password requirements. A strength indicator shows which requirements are met, and Show password reveals what has been typed.
6. Accept the End User License Agreement.
7. Select Claim Invitation. The page confirms "Account created", and Sign in leads to the sign-in page.

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Claiming also verifies the email address, so recovery and security email reach it from the start. Two-factor authentication can be added afterwards from Options => Account; see Account Security.

If the Code Is Refused

A refused claim reads "This invitation could not be claimed. The email address and code must match the invitation; check both, or ask the license owner for a new code." The claim is refused for a mistyped code, an address that differs from the invited one, an expired code, and a code replaced by a more recent one. The owner selects Resend Invite in the Dermi Portal, which emails a fresh code and stops the previous one from working.

After repeated refusals, claiming on the installation pauses for a short time, and the page reads "Too many failed attempts. Try again in [N] minutes." A code that keeps being refused is best resolved with the owner rather than by retrying.

Linking an Existing Account to a Fresh Invitation

When the owner deletes a member record in the Dermi Portal, the account leaves the team and its sign-in is refused. The account itself stays on Atlas with its records, and it rejoins the team through a fresh invitation to the same email address:

1. The owner invites the same address again from the Dermi Portal.
2. The member opens Claim invitation and completes every field of the Claim Invitation page as for a first claim, then selects Claim Invitation.
3. The page recognizes the existing account and reads "Link the account you already have" and "The account for [email] and its records are kept." The claim code stays filled in.
4. Enter the existing account's Password and select Link Account. The page confirms "Account linked".

The account keeps its username, password, and records, and signs in as before. An account that has been disabled in Dermi Atlas Manager is linked only after it has been enabled again on the User Accounts card.

Completing a Change from the Dermi Portal

The license owner can promote an Assistant account to Clinician or change the account's email address. Each change is completed by the member with a change code:

1. The code arrives by email, at the account's current address for a promotion, or at the new address for an address change.
2. Sign in to Atlas and open Options => Account.
3. At the top of the Account page, find the Changes from the Dermi Portal card.
4. For a promotion, select Clinician under Account Type. For an address change, enter the new address in Email Address exactly as the owner staged it; to verify the current address, leave it as it is.
5. Enter the Change Code and select Complete Change.

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A promotion changes the account type to Clinician as soon as the code is accepted, and an address change moves the account to the new address and verifies it. The code expires 24 hours after it was sent. A refused code reads "This code does not match the change entered above. Check the code and the change, or ask the license owner for a new code."; the owner issues a fresh code by saving the change again in the Dermi Portal. A change from Clinician to Assistant needs no code and takes effect at the installation's next check-in.

The Email Address field on the Account page is read-only, since address changes are staged by the owner. The owner's side is described in Inviting and Managing Team Members.

Related Articles

• Account Types and Permissions for what a Clinician or Assistant account can do
• Account Security for two-factor authentication, passwords, and signed-in devices
• Troubleshooting Account and Authentication Issues for invitation emails that do not arrive and sign-in refusal messages