Account Creation

1. Log in to Engage
2. From any page, click on Menu in the top navigation
3. Click on People menu item
4. On left-hand menu, click Add Person link
5. Enter fields for the person you want to create. The following fields are required:
   1. First Name
   2. Last Name
   3. Email (Email will be the user's username. The hospital provided email address is preferred.)
   4. Security Group (Security group will define what a user has access to. Security group will also link a status to a user for reporting. Security group could also have billing triggers)
   5. Primary Hospital
   6. Primary Unit (The unit can be changed at any time. Unit will be used for reporting.)
   7. Temporary Password (The temporary password is to be used for first time login only)
6. Select the desired profile groups to add to the user. This step can be completed later if desired.
7. Click Add Person when you are ready to add the person
8. The user will receive an email with next steps to login. To view next steps, view article on Update User Profile.
9. To assign profile items or Preceptors/Preceptees, view article on Profile Assignments.

The following fields can be entered after an account is created. The following fields are optional.

1. Hospital Employee ID (This field can be used by the hospital to correlate user's via a unique identifiable number.)
2. Nursing License Type (optional)
3. License State (optional)
4. License Number (optional)
5. License Year (optional)
6. License Month (optional)
7. Years of Experience (This field is used for reporting.) (optional)
8. Latest Nursing Degree Attained (optional)
9. State (optional)
10. College Attended (optional)