Account Creation/Assign Profile Items

Account Creation

1. Log into 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 New 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.
   4. Cohort (optional)
   5. Role
   6. Primary Hospital
   7. Primary Unit
   8. Password A temporary password automatically populates and will be sent to the user's email address. Inform users the email may go to SPAM if they did not receive an introductory email.
   9. Click Add Person when you are ready to add the person
   10. If you want to assign the person to your preceptor dashboard, Select "Relationships" from the top tab navigation. 

       

Assign Profile Items

• This step can be completed later if desired.

1. Select the blue Add Profile Items button

   

2. Select the blue +Add Items to Cart 

   

3. Select the desired profile items.
   • Nurse Development Resources, Competencies, Modules or RPIs to add to the user.
   • Organizational Content, Competencies or Modules

     

4. Check the boxes of all items you want to assign to the user profile 
5. Scroll to the bottom of the page and Add Selected Items to Cart
6. You have the option of assigning an assessment date (the date the assignment must be completed)
7. You have the option of continuing to add more items using the +Add Items to Cart button
8. Once all items have been assigned, Click the green Checkout button
9. A pop up window appears. Click the green  Add Items to User button