Create a User

Each person who uses Catalyst (either the online portal or the app) will need a User account.  Organizations can create users as employees or parents and can assign any level of desired Security Rights to each user.    

NOTE: To learn more about Security, please visit Security Rights Glossary or Create a Security Group documentation. 

Jump to Section: [Create New User] [General Information Section] [Security Options, Sites & Student Access]

Create New User

Select the Administration tab. 

Access Users from the Administration Menu in the Administration Section.

Scroll to the bottom of the page and click Create New User link.

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General Information Section

**All fields except Title are required.

1. Click the User Type dropdown to select Employee vs Parent.
2. Enter the user’s First and Last name.
   

   NOTE: This is the name that displays on all data taken, in SOAP Notes, etc.

3. Enter user Title if desired.
4. Enter Username.
   

   NOTE: The username is unique for this user.

5. Enter the user's Credentials.

   NOTE: This is the credential that will display automatically after their name when generating SOAP notes.

6. Enter a Password & Device PIN for the user.
7. Enter Email.
8. Select Force User to Change Password if you would like the user to create a new password immediately after logging in with the password you’ve created for the user.
   

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Security Options, Sites & Student Access

1. Click in the Security Groups field and select appropriate Security rights for the user.
   

   IMPORTANT: Only one security group can be selected per user.

2. Click in Site Assignments (if Sites is enabled for your organization) and select the desired Site.
3. Catalyst defaults Student Access to All Students. To choose specific student access, click the Student Access dropdown and select appropriate students.
   

   NOTE: To assign more than one student, select each student while holding the control key.

4. Click Save.
   

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