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  1. ProKnow
  2. Setup & Security

Setup & Security

Learn about how to set up your user profile and organization to create a secure environment for patient data.

Organization Settings

  • Defining Custom Metrics
  • Defining Scorecard Templates
  • Defining Renaming Rules
  • Defining Workflows and Checklist Templates

Identity and Access Management

  • Understanding Identity and Access Management
  • Managing Workspaces — Data Access and Partitioning
  • Managing Roles — Permissions & Access
  • Managing Users — Organization Personnel
  • Importing and Exporting Users

User Access and Configuration

  • Logging In
  • Configuring Your Profile
  • Anonymized Mode
  • Multi-Factor Authentication Invalid Code Errors

Setup & Security FAQs

  • Can I change the name of my custom metric?
  • Can I change how my custom metric is defined?

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