Activating a Console Account

Learn how Console Admins and Owners can activate their account and begin managing users, settings, and application access.

Step 1: Activate your Account

You’ll receive an email from Vim inviting you to activate your Console account. Follow the link in the email to:

• Confirm your details
• Set your password
• Log in to the Vim Console

Step 2: Confirm & Activate

After logging in, you’ll be prompted to Confirm and Activate your account. By completing this step, you acknowledge and accept Vim’s:

• Terms of Service (TOS)
• Business Associate Agreement (BAA)
• Privacy Policy

Step 3: Manage Users & Settings

Once activated, you’ll have full access to Vim Console and can begin managing your organization.

• Add Console Users
  Invite additional users to Console to help manage Vim across your organization:

  • Navigate to the Vim Connect Users section in Console

  • Select Add User and enter their name and email address

  • Assign the appropriate role (e.g., Admin) based on their responsibilities

• Configure Advanced Settings
  • Seamless Login: Automatically verify and log in EHR users without requiring additional credentials (EHR-dependent).
    
    • If your EHR is self-hosted, and you would like to set up SSO, you must reach out to support@getvim.com

• • Auto-Create Users: Automatically add users to the Vim platform if they have already installed Vim Connect on their devices.
  • Grant access to Clinical Data Exchange (CDE): Facilitate automatic retrieval of signed progress notes upon requests from payers or their representatives. This streamlines your workflow by reducing the need to manually pull the documentation from the EHR.

• • Vim Canvas™ Marketplace: Easily control how marketplace applications are managed in your organization. 

• Add Vim Connect Users
  End users are clinical and operational staff who use Vim Connect within their EHR. Once the Console Admin account is active:  

  • End users can be added manually through Console 

  • Or, if Auto-Create is enabled, users will automatically be added when they log in with Vim Connect installed on their device

  • Ensure each end user is assigned access to the appropriate Vim applications based on their role

• Manage Application Access

  • Go to the Vim Connect Users section in Console

  • Add or remove access to specific applications for any user

  • Update user permissions at any time to match your team's needs