Step 1: Access the User Management Page

• Log in to your account in the Zemplee web application.
• From the navigation menu, click on Settings.
• Under Settings, select My Organization.
• Click on Add New User button located in the top right corner

Step 2: Enter User Information

Fill in the required details in the user form:

• User Name: Typically the first initial of the first name followed by the full last name (e.g., jdoe for John Doe).
• First Name and Last Name
• Phone Numbers:
  • Primary Phone Number: Enter the user's main contact number. Set Cellular to Yes if it’s a mobile number.
  • Secondary Phone Number (optional): Use this for backup contact, if needed.
  • To enable text alerts, check the box labeled Receive Notifications on this phone.
• Email Address: Enter the user's email address.
• User Status: Set this to Active.
• User Role: Select the appropriate role from the dropdown list.

Step 3: Click the Add button to Add the User.

Once the user is successfully added,  the user will receive an email notification with instructions to set their password and activate their account. This link will be active for 24 hours. If the user does not set their password and activate their account within 24 hours, the link will expire. Users can click on the Password Reset link to request a new password or contact their Administrator. 

Next: Assign the User to a Care Team

New added users have to be assigned to a Care Team. If a newly added user is not assigned to a Care Team, they will not be able to view Members and access other functions within the Zemplee application. Follow these steps to Add the user to the Care Team.

Password Management for Users

Users will be able to reset their passwords in one of the following ways 

• Using the Reset Password link on the Login Page 
• Request the organization administrator to reset the password.  

The Organization Administrator can reset the password by following these  steps

1. Go to the new user's profile.
2. Select Reset Password.
3. An email will be sent to the user with instructions to create their password.