Claiming a Team Invitation

Overview

An account on a Dermi Atlas Professional deployment 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 the deployment 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 carry the deployment's 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 Dermi Atlas Professional address provided by the inviter.
2. On the sign-in page, follow Claim invitation. The Claim Invitation page opens.
3. Enter the Email Address, using the address the invitation was sent to.
4. Enter the Claim Code from the email; the boxes accept the code with or without its hyphen.
5. Choose a Username, enter a First Name, and set a Password. The password must be 12 to 256 characters and include an uppercase letter, a lowercase letter, a number, and one special character from the accepted set ! @ # $ % ^ & * ( ) - _ = + { } ; : , < . > ?. Show password reveals what has been typed, and a strength indicator tracks the requirements.
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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The password is set on the deployment and never leaves it. The email address is verified by the claim, so recovery and security email can be delivered to it. Two-factor authentication can be added afterwards from Options => Account, as described in Account Security.

If the Code Has Expired or Is Refused

A claim code expires 24 hours after it is sent. The page reports a refused claim with "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 usual causes are a mistyped code, an address that differs from the invited one, an expired code, and a code replaced by a newer one. Ask the owner to select Resend Invite in the Dermi Portal; a new code is emailed, and the previous one stops working. Repeated refused attempts pause claiming on the deployment for a short time, so a code that keeps being refused is better resolved with the owner than by retrying.

Completing a Change from the Dermi Portal

The license owner can promote an Assistant account to Clinician or change the account's email address. Neither is applied on the owner's word alone: a change code is emailed to the member, and the member completes the change on the deployment.

1. The email carrying the code arrives at the account's current address for a promotion, or at the new address for an email change.
2. Sign in to Dermi Atlas Professional and open Options => Account.
3. In the Profile Information section, find the Changes from the Dermi Portal card.
4. Under Change Type, select Account Type for a promotion or Email Address for an address change. For an address change, enter the New Email Address exactly as the owner staged it.
5. Enter the Change Code and select Complete Change.

Illustrative demo with synthetic data. Learn more

A promotion changes the account type from Assistant to Clinician as soon as the code is accepted; 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 selected change. Check the code and the change type, or ask the license owner for a new code."; the owner obtains a new code by saving the change again in the Dermi Portal. A downgrade from Clinician to Assistant needs no code and is applied at the deployment's next check-in.

Email addresses cannot be edited on the deployment: the Email Address field in Account settings is read-only and directs to the Dermi Portal, and the owner is the one who stages an address change. The owner's side is described in Inviting and Managing Team Members.

When Sign-In Is Refused

A correct username and password are refused, and an open session ends, when the account's membership no longer admits it. The sign-in page names the reason, and a signed-in session shows the same message in place of the dashboard with a Sign Out action.

• Disabled: "This account has been disabled in Atlas Manager. Contact the person who manages Atlas Manager to restore access." The account was disabled locally in Dermi Atlas Manager, where it is enabled again on the User Accounts card; see Atlas Manager Administration.
• Restricted: "This account is restricted because the team has more members than its license includes. Contact the license owner to restore access." The owner adds a seat or removes a member in the Dermi Portal; see Seats and Team Billing.
• Revoked: "This account has been removed from the team in the Dermi Portal. Contact the license owner to be reinstated." The owner removed the member; Reinstate Member in the portal restores access.
• Unlisted: "This account is no longer listed as a member of the team in the Dermi Portal. Contact the license owner to be invited again." The member record was deleted in the portal, so the account is no longer among the team's members; a new invitation is needed.

Further cases, including invitation emails that do not arrive, are covered in Troubleshooting Account and Authentication Issues.

Related Resources

• Inviting and Managing Team Members for the owner's side of invitations and staged changes
• How a Team Shares Patient Records for what a Clinician or Assistant account can do once signed in
• Account Security for two-factor authentication, password recovery, and sessions
• Atlas Manager Administration for the local disable and enable actions