SCRAM TouchPoint

As the Administrator, once your program has been enabled for SCRAM TouchPoint, you will need to add the TouchPoint account to all current and new users who will be maintaining a TouchPoint caseload.

Start by navigating to the Manage Users page.

For current users:

Manage Users page (click to enlarge)

1. Click the user’s name from the list.
2. On that user’s page, click the +Add a New Account link.
3. Select the Account, Account Access and Permissions for the user.
   • Ensure the Account Access is set to Access to Entire Account, and at least the Manage Client permission is selected for the user.
4. Click the Add Account button.

Manage Users page (click to enlarge)

Manage Account Add a New Account page (click to enlarge)

For new users:

Manage Users – Add a New User page (click to enlarge)

1. Click the +Add a New User button.
2. On the Add a New User page, select the Account, Account Access and Permissions for the user.
   • Ensure the Account Access is set to Access to Entire Account, and at least the Manage Client permission is selected for the user.
3. Add the Personal Information.
4. Click the Add New User button.

Manage Users – Add a New User page (click to enlarge)

The new user will receive an email with a link to set up a secure password. Be advised, the link in the email will expire after 24 hours. If that happens, click the Reset password link on that user’s page.

Manage Users page – User Profile page (click to enlarge)

The user’s profile is now updated with the TouchPoint account.

Manage Users page – TouchPoint Account (click to enlarge)