DDBook Cloud | Create and Configure a New User Account

Use this help guide to set up new users in DDBook and adjust user permissions. For editing existing users, jump in at step 14.

Edwina Swierc
15 steps
57 seconds

Ddbook

Navigate to [https://app.ddbook.com.au/Home/Dashboard2](https://app.ddbook.com.au/Home/Dashboard2)

Click "Users"

Click "New"

The Administrator or User Manager user will need to enter their password to authorise this new user set up (authorised personnel are listed in the dropdown list) If an Admin or User Manager is not available, you can proceed by checking the "Administrator is not available to authorise this transaction" box. The user profile will need to be approved when the Admin user is next available.

Enter the user's details, including full name, and email address. The Reference field can be used for AHPRA reference or other health jurisdiction identifiers.

Select the Role from the Type dropdown. Different Roles can have different permission sets. Please see "User Roles" help guides for further details.

Enter a temporary password, the user will be prompted to change their password when they first log in.

We strongly recommend turning on Multi Factor Authentication. please set up MFA using one of the following methods: - **Preferred Method (Email):** We recommend using a store email address for MFA to ensure reliable delivery of your authentication codes. - **Alternative Method (Mobile):** If you prefer to use a mobile number, please ensure it is entered using the international country code (64) by omitting the leading zero. For example, if your New Zealand mobile number is 021 555 1234, please enter it as 64215551234.

Click "Multi Factor Authentication" to expand the settings.

Click "Enabled"

Select SMS or Email from the dropdown

Enter the mobile number or email address

Click "OK"

The user is now activated. If the user was set up without Administrator approval (e.g. a locum needed access for their shift), they will appear highlighted in red, and the Admin or User Manager will need to approve them when they are next on duty.

Once a user profile has been set up, their user permissions can be adjusted. Select the User and click "Edit"

Administrator to enter their details to authorise.