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How the Dermi Cloud Services account relates to team member accounts, and what Clinician and Assistant accounts can each do in Dermi Atlas Professional.
Dermi uses two kinds of accounts. The Dermi Cloud Services account is created at sign-up in the Dermi Portal and owns the subscription, the licenses, and the membership of each team. Team member accounts are created on a Dermi Atlas Professional installation and are the accounts used for clinical work. The two sign in to different places: the Dermi Cloud Services account signs in to the Dermi Portal and the Atlas Cloud Demo, and a team member account signs in to Atlas on the practice network.
The Dermi Cloud Services account belongs to the practice owner and is used to:
It holds no patient data. The team it manages is kept in step with each installation: membership changes made in the Dermi Portal take effect on the installation at its next check-in. The account's own settings are covered in Managing the Dermi Cloud Services Account.
A team member account is created on the installation by claiming an invitation sent from the Dermi Portal, as described in Claiming a Team Invitation. Each member chooses their own username and password and can add two-factor authentication; see Account Security.
An installation holds one team. Every member sees every patient the team documents, and each recorded action names the member who performed it. Patient records, images, and notes stay on the practice's computer. A member's email address, account type, name, and username are also held in the Dermi Portal so that the owner can manage membership and so that verification and security email can be delivered; the full scope is described in the Dermi Privacy Policy.
Every team member account is either a Clinician or an Assistant account. The owner chooses the type when sending the invitation, and can later promote an Assistant to Clinician or change a Clinician to Assistant from Change Member in the Dermi Portal; see Inviting and Managing Team Members. Both types see the same records.
Both account types can:
Only Clinician accounts can:
On an Assistant account the export, download, deletion, zone dissolve, and recovery controls are not shown, and a patient's identity fields are locked.
Administration sits outside the two account types. The owner administers membership, seats, and billing in the Dermi Portal. The installation itself is administered in Dermi Atlas Manager behind an admin passphrase, which covers the deployment settings, disabling and enabling accounts, and the deployment purge. See Atlas Manager Administration.
The same email address can be used for the Dermi Cloud Services account and for a team member account; an owner can invite their own address as the first member. The same address can also be a member of several teams, for example at different practice locations, each with its own account and password. Within one team, an address belongs to one member.
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