SOP: Onboarding Users


This standard operating procedure (SOP) should be used when an implementing jurisdiction's administrator wishes to add a new user to the SanteDB implementation.

Use Procedure When


Before Beginning

Procedures / Tasks

  1. Access the SanteDB Administrative Portal byLogging In

  2. Access the Security Administration menu item

    1. Input the user's new user name as determined above.

    2. Assign the appropriate roles as determine in the pre-steps of this procedure.

    3. Create a random password (to be shared with the user)

    4. Input the user's profile information such as legal name, e-mail and telephone number, the user's preferred language, their assigned facility and primary employer.

  3. Press the Save button

After Completion

Summary Information

Current Status: Example Reviewed By: SanteSuite Team

Revision History


Justin Fyfe (SanteSuite)


Initial Version

See Also

pageManaging User AccountspageUser Administration

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