Your SOE Connect administrator Once your practice is registered with Connect, your users can create Connect user accounts themselves from EXACT the Registration Form. If this does not pop up at Login, please access it from the Configure > User Settings > Register Online button in EXACT.
Alternatively, Connect administrators can also manually create SOE Connect users .(Note:The below process can be skipped for users that register via Auto On-Boarding as these users are created automatically in the background)by logging into Connect directly.
An administrator can initiate this process by going to the Administration tab and subsequently pressing the Users tab:
The Create New User screen will allow take you through the required fields to setup a new user (note that the phone number is optional):
Select the role(s) that are applicable for the new user.
The administrator can also assign the new user to a practice/practices so that they will have an active user created awaiting to be linked (to the PMS user).