Account and organization setup

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The first user to setup their MedStack account will also setup the organization information. By default, this user's role is set to "Owner". The Owner can invite additional teammates to join the organization on MedStack. As such, there is an additional set of steps for Owners when setting up an account.

For non-Owner roles, you will receive an invitation email from your organization's Owner. Click the "Join your team" button in the email to create your MedStack account.

Account setup

Step 1: Create an account

  1. Click Join your team in the invitation email. The account setup page opens in your browser.

  2. In the Setup your account area, enter the following information.


    Email
    Enter the email address used for the invitation email.

    Password
    Create a secure password.

    Customer Agreement
    Click the MedStack Customer Agreement link to read the agreement, then select the checkbox to indicate you have read and agree with the agreement.

  3. Click Create Account.

Step 2: Setup two-factor authentication

Your MedStack Control account requires two-factor authentication (2FA). To set this up, scan the QR code with your preferred authenticator app, such as Google Authenticator. App-based 2FA is among the strongest ways commercial applications secure access to your account. As such, setting up 2FA is a HIPAA requirement.

Setup using a QR code

We recommend you setup 2FA using the Google Authenticator app, but you can use any 2FA app you'd prefer that supports time-based one-time passwords (TOTP).

  1. Download Google Authenticator for:
  2. Open your 2FA app and select the button to add a new code.


    Google Authenticator on iOS: Add codes by tapping the "+" button in the navigation bar. iOS

    Google Authenticator on Android: Add codes by tapping the "+" FAB at the bottom of the screen. Android

  3. Scan the QR code in the 2FA app.
  4. Enter the code from the authenticator app in the Authenticator Code box, then click "Next".

Setup manually

If the 2FA app you've chosen does not have a QR reader, you can manually setup 2FA without the QR code with the following steps.

  1. Click the Don’t have a QR reader? Display manual setup link below the QR code.
  2. Enter the Key in your authenticator app.

  3. Enter the code from the app in the Authenticator Code box, then click Next.

Step 3: Save your account recovery codes

You’re provided with several account recovery codes. You can use these codes to log into your account if your authenticator is unavailable or if you need to recover your account.

It is important to note that each recovery code can be used only once.

Save a copy of your account recovery codes by either (a) physically storing them out of sight after printing or writing down the recovery codes, or (b) storing them digitally in a secure place such as an external USB drive, then click "Next".

Organization setup

This step pertains to users who are Owners when initially setting up their organization in MedStack.

Step 4: Enter your company information

Enter your company name, address, and phone number, then click Next. Note that you can change this information later (for details, see Update company contact information).

Step 5: Enter your billing information

Enter your credit card information and the related billing address. Note that you can change this information later (for details, see Edit your payment information).

Up next:

Your MedStack Control account is now ready to use! To get started, see Set up your application.

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