Adding a new user to ScriptSure is a simple process when you have the correct access and information. This guide walks you through how to create and onboard new users—whether they're providers or supporting staff—via the Manage Site.
Take Note: Only users with Basic Admin or Full Admin privileges can add new users to a practice.
Step-by-Step Guide to Add a New User:
1. Log In to ScriptSure Manage site:
https://manage.scriptsure.com/login
2. Select Practice.
From your "Practices" tab, search for the practice and click "view".
3. "Add User"
Click on "Add User" button from the user list section,
4. Select the type of User.
Select what type of user are you going to send an invitation link. There are 4 from the list:
- Invite New Provider Link Only - This invitation creates a new provider account and associates the user with the current practice. It generates a registration link for a prescribing provider, but does not pre-fill any user information. The provider will be responsible for entering their own details during the registration process.
- Invite New Supporting User Link Only - This option creates a new supporting user and automatically associates them with the current practice. It generates a generic registration link for a non-prescribing user, without any pre-filled information. The user will complete their own setup using the link provided.
- Invite New Provider to ScriptSure - Allows you (the admin) to enter the provider’s details—such as name, email, and associated practice(s)—and send a personalized invitation email for account setup. This option is ideal when you already have the provider’s information and want to ensure proper configuration, including DEA, state license, and ID.me verification. It also enables you to assign the provider to the correct practice(s) right away.
- Invite New Supporting to ScriptSure - You already have the supporting user’s details and want to ensure proper setup. You enter their information, assign them to the appropriate practice(s), and send a direct invitation to complete their account setup.
5. Enter User Information
Fill in the required fields:
- First Name
- Last Name
- Log-in Email (Email Address)
6. Set Admin Privileges (Optional)
- Toggle Basic Admin or Full Admin access depending on their responsibilities.
- Only give Full Admin access to trusted users with organization-level permissions.
7. Assign to Practice(s)
- Click on "Add Practice" if this user should be associated with other practices.
- You can assign a user to multiple practices if needed.
8. Click Send Invite
- Click "Send Invite"
- An automatic welcome email will be sent to the user with instructions to set their password and complete their setup.
Next Steps for the New User
Once invited, the new user should:
1. Check their inbox for the welcome email.
2. Set a password and log in.
3. Complete ID.me identity verification if they are a provider prescribing controlled substances.
4. Ensure state license, DEA, and practice service levels are correctly entered (for providers).
Troubleshooting
* If the user doesn’t receive the email, ask them to check their spam folder.
* Ensure there are no typos in the email address.
* If needed, you can resend the invite from the user’s profile.
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