Adding & Removing Users

Adding a User

In order for a user to access and use a Scanner, the user must belong to the same institution as the scanner. Administrators in the institution can invite new users to join their institution. Users who do not already have a Clarius Cloud account will receive an e-mail invitation to configure their account.

1. Sign in to Clarius Cloud.
2. Click on My Institution (** see below for mobile users) to go to your most recently viewed institution. If you are in more than one institution, you may need to switch to a different institution. Click on Users in the institution menu.
3. Click on the + Invite New User button. This takes you to the Invite New User page.  
4. Enter the e-mail address of the user you would like to add.
5. Assign the user a role. Please see Cloud User Roles for more information
6. Click on the Invite Button.
7. The user has now been invited to your institution. The user will receive an email requiring them to confirm before they are able to be active in your institution.

Accepting an Invitation to a Clarius Institution

Note: a user may be a member of multiple institutions, with the same email address, at a time. Please see Switching between Institutions for more details.

1. Check the email inbox where the invitation was sent. You will receive an email inviting you to join a Clarius Cloud Institution.

2. Click on the Accept Invitation button to finalize and confirm your account.

3. If you are a new Clarius user, you will be prompted to create a password to be used, along with the given email address, as your credentials. These credentials will be used to sign into both the Clarius App, and the Cloud.Clarius.com portal. 

If you are already a member of a different institution, you will see the below.

4. Once you have completed adding a password, the next page will be the Cloud.Clarius.com home page. You may see a message that your user account was successfully added to the institution in the top left hand corner of the page. 

Removing a User

If an end user is no longer associated with your institution, you may remove them if needed. They will no longer be able to use any scanners or view exams associated with your institution.

1. Sign in to Clarius Cloud.
2. Click on My Institution (** see below for mobile users) to go to your most recently viewed institution. If you are in more than one institution, you may need to switch to a different institution. Click on Users in the institution menu.
   
3. Select the User you would like to remove. This will bring up the User Account page.
4. Select the Remove User button and select confirm to remove the user.

If you do not see the Remove User Button, the user is an admin of the institution. You can see who is an admin by filtering the User list from the Users page. Admins can only be removed the institution's main contact.

** If you are browsing on a mobile device, or a smaller screen, you will first need to tap the 3 horizontal lines on the top left corner to see Users.