Initial First Steps - Getting your Clinical Contact Account Ready

The moment the User logs in, a pop up will request the User to fill out the organization set up. The organization name is very important. This will be the default header on all the text messages telling the customers who the message is from. The correct Time zone is crucial to ensure that all campaigns are sent at the right time. Account Settings The User can manage the account settings by following these steps. Go to the Account Tab and choose Account Settings: From the acc...

The User can change the password and Profile information by following these steps: Go to the Account Tab and click on Edit Info and Password Any changes to this page will require the current password. The option to change the Password, Full Contact Name, Email Address and Time Zone can also be found here.

The User can edit or add additional users to your account by going to the User Management page. Go to the Account tab and choose User Management Adding a new user Click on the "Create New User" button From the Create New User page, enter the Username, Password, Name, Email Address, Mobile Number and Role for this new user. Editing Existing Users To edit existing users, choose the username by clicking on it to turn it blue and the page will open.