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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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