Creating Your First Dermi Atlas Professional Account

Overview

Every account on a Dermi Atlas Professional deployment is created by claiming an invitation sent from the Dermi Portal, the first account included: once the license has been activated in Dermi Atlas Manager, the owner invites the first member from the license card in the portal, usually their own address, and that invitation is claimed on the practice network. The account that results is an ordinary team member account with its own username and password, separate from the Dermi Portal account that sent the invitation; the two kinds of account are compared in Understanding Accounts.

Before the First Invitation

The Invite Member action on a license card becomes available once the license has been activated on the deployment and the deployment has checked in with the Dermi Portal. Until then the Members section reads "Members can be invited once this license has been activated on an Atlas instance and the instance has checked in." A deployment checks in on its own shortly after activation; Sync Now on the User Accounts card in the Administration area of Dermi Atlas Manager checks in immediately (see Atlas Manager Administration).

Inviting the First Member

1. Sign in at portal.dermi.ai and open the license card for the deployment.
2. In the Members section, select Invite Member.
3. Enter the Email Address the invitation is sent to. For the owner's own account this is usually the same address as the Dermi Portal account.
4. Choose the Account Type. Clinician is the usual choice for the first account, and the base plan includes one clinician seat and one assistant seat, so neither type needs a purchase at this point.
5. Optionally enter a Display Name, which is shown in the Dermi Portal until the member sets their name on the deployment.
6. Select Send Invite.

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An email with the subject "Invitation to join a team on Dermi Atlas" is sent to the address with the claim code, which is valid for 24 hours and works once. The email does not carry the deployment's address on the practice network; the owner provides it. The rest of the owner's side, including resending a code and the two account types, is covered in Inviting and Managing Team Members.

Claiming the Invitation on the Practice Network

The invitation is claimed on the deployment itself: the claim page exists only at the Dermi Atlas Professional address on the practice network.

1. Open a web browser on a device connected to the practice network and go to the Dermi Atlas Professional address shown in Dermi Atlas Manager.
2. On the sign-in page, follow Claim invitation beside "Invited to a team?".
3. On the Claim Invitation page, enter the email address the invitation was sent to and the claim code from the email, choose a username, first name, and password, and accept the End User License Agreement.
4. Select Claim Invitation. The page confirms "Account created", and Sign in leads to the sign-in page.

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The account exists on the deployment once the invitation has been accepted. The password is set on the deployment and never leaves it, and the email address is verified by the claim itself, so password recovery and security notifications can be delivered to it from the start. The full procedure, including the password requirements and what a refused or expired code means, is in Claiming a Team Invitation.

Signing In for the First Time

Sign in with the username and password chosen when the invitation was claimed.

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What the Owner Sees Afterwards

Once the deployment has checked in, the license card in the Dermi Portal reflects the new account:

• The member row shows the name, the email address, and, once the deployment reports it, the username, with the Claimed chip beside the account type chip and a line stating when the invitation was claimed.
• The sync status chip beside the Members title reads Synced, meaning the member list the portal holds is the one the deployment is using.
• The seat tiles read the seats in use, for example "1 of 1 used" under Clinician Seats.

The same member appears on the User Accounts card in the Administration area of Dermi Atlas Manager, where the account can be disabled and re-enabled locally.

Related Resources

• Understanding Accounts for the Dermi Portal account and team member accounts
• Inviting and Managing Team Members for the owner's side of invitations, account types, seats, and member status
• Claiming a Team Invitation for the member's side of the claim and staged changes
• Account Security for two-factor authentication, password recovery, and sessions
• Atlas Manager Administration for the admin passphrase, User Accounts, and Sync Now
• Troubleshooting Account and Authentication Issues for invitation emails that do not arrive and refused claims