Creating the First Account

Overview

A new installation of Dermi Atlas Professional has no accounts. Every account, the owner's included, is created by invitation: the owner invites a member from the Dermi Portal, and the invited person claims the invitation on the practice network. The owner can invite their own email address first. The resulting account is a team member account with its own username and password, separate from the Dermi Cloud Services account that sent the invitation.

Before Inviting

Invite Member becomes available on the license card once the license has been activated in Dermi Atlas Manager and the installation 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." Sync Now on the User Accounts card in the Administration area of Atlas Manager checks in at once.

Step 1: Invite the Owner

1. Sign in at portal.dermi.ai and open the license card for the installation.
2. In the Members section, select Invite Member.
3. Enter the owner's own email address, choose Clinician as the Account Type, and select Send Invite.

The base plan includes one clinician seat and one assistant seat, so the first invitation needs no purchase. An email with the subject "Invitation to join a team on Dermi Atlas" delivers the claim code, which is valid for 24 hours.

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Step 2: Claim the Invitation

1. On a device connected to the practice network, open the Atlas address shown under Atlas Access on the Atlas Status page of Atlas Manager.
2. On the sign-in page, select Claim invitation.
3. Enter the email address the invitation was sent to and the claim code from the email.
4. Choose a username, enter a first name, set a password, and accept the End User License Agreement.
5. Select Claim Invitation. The page confirms "Account created".

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The password requirements and what to do with a refused or expired code are in Claiming a Team Invitation.

Step 3: Sign In

Select Sign in and enter the username and password chosen in Step 2. Atlas opens on the Summary page.

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What the Owner Sees Afterwards

Once the installation has checked in, the member row on the license card shows the Claimed chip, the sync status beside the Members title reads Synced, and the Clinician Seats tile reads "1 of 1 used". The account is also listed on the User Accounts card in Atlas Manager, where it can be disabled and enabled locally.

Next Steps

• Inviting and Managing Team Members to invite the rest of the team
• Account Security to turn on two-factor authentication
• Navigating Dermi Atlas for a tour of the application