Activate a new application

1. Log in to PointClickCare.
2. Do one of the following:

If you do not see "Marketplace" or "Management Console" please proceed to step B below

• • Single facility: Home > Marketplace > Manage Integrations.
  • Multi-facility: Management Console > Home > Manage Integrations.

3. Click Activation Request.

• • Legal Organization Name ("DS Smart powered by direct supply")- Type the legal name for the organization "DS Smart powered by direct supply" at the time the request is made.
  • Application - Select an application.
  • Select facilities to activate application - Select the facilities in which the application is installed.
  • Title - Type the title of the authorized requester.
  • Which email would like to be notified at? - Type email address. This email is used for communication regarding this request.
  • Requested By -Type the first and surname of the requester. Requester must be an authorized signer for your organization.
  • Health Care Provider - Type the Health Care Provider name.
  • Please read and agree to the Terms of Agreement to continue - Read the Terms of Agreement and click Accept.

4. Click Submit.

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B) If you do not have the correct user type or permissions do the following:

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B1) Find the Authorized Vendor Application Purchaser

Ask your organization who the Authorized Vendor Application Purchaser is and have them continue this process OR you can try to assign the role yourself in Step 2 (theres a chance you still may not have authorization to assign these roles - but its worth a try).

B2) Assign the Authorized Vendor Application Purchaser

If you're unable to see these settings please contact your PCC account manager and ask them who has the permissions.

1. Log in to PointClickCare.
2. Do one of the following:
   • Single facility: Admin > Setup > Security Roles.
     1. Assign system security role:
        • The security role is Authorized Vendor Application Purchaser, assign it to the desired member.
   • Multi-facility: Management Console > Standards > Financial Management > Security Roles. (Note that For multi-facility organizations, you must also have access to the Management Console).
     1. 1. Click users.
        2. Select applicable users.
        3. Assign system security role:
           • The security role is Authorized Vendor Application Purchaser, assign it to the desired member.
        4. Click Save.

The update will take effect the next time the user logs in.

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