---
title: Activating a Console Account
description: Activating Console
---

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1. [Practice Knowledge Base](https://knowledgebase.getvim.com/home?hsLang=en)
2. [Onboarding](https://knowledgebase.getvim.com/home/onboarding?hsLang=en)
3. [Technical Implementation](https://knowledgebase.getvim.com/home/onboarding?hsLang=en#technical-implementation)

# 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)](https://getvim.com/documents/provider/)**
- **[Business Associate Agreement (BAA)](https://getvim.com/documents/baa/)**
- **[Privacy Policy](https://getvim.com/documents/privacy/)**

### **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](mailto: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.

![Screenshot 2025-07-10 at 10.47.26 AM-2](https://knowledgebase.getvim.com/hs-fs/hubfs/Knowledge%20Base/Screenshot%202025-07-10%20at%2010.47.26%20AM-2.png?width=467&height=313&name=Screenshot%202025-07-10%20at%2010.47.26%20AM-2.png)

- **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

- [Welcome to Vim](https://knowledgebase.getvim.com/home/welcome-to-vim?hsLang=en#main-content)

    - [How Vim fits into clinical workflows](https://knowledgebase.getvim.com/home/welcome-to-vim?hsLang=en#how-vim-fits-into-clinical-workflows)
    - [Vim Canvas Marketplace overview](https://knowledgebase.getvim.com/home/welcome-to-vim?hsLang=en#vim-canvas-marketplace-overview)
- [Onboarding](https://knowledgebase.getvim.com/home/onboarding?hsLang=en#main-content)

    - [Getting Started](https://knowledgebase.getvim.com/home/onboarding?hsLang=en#getting-started)
    - [Technical Implementation](https://knowledgebase.getvim.com/home/onboarding?hsLang=en#technical-implementation)
- [Applications](https://knowledgebase.getvim.com/home/applications?hsLang=en#main-content)

    - [Care Insights](https://knowledgebase.getvim.com/home/applications?hsLang=en#care-insights)
    - [Clinical Data Exchange (CDE)](https://knowledgebase.getvim.com/home/applications?hsLang=en#clinical-data-exchange-cde)
    - [Enhanced Eligibility](https://knowledgebase.getvim.com/home/applications?hsLang=en#enhanced-eligibility)
    - [Prior Authorization](https://knowledgebase.getvim.com/home/applications?hsLang=en#prior-authorization)
    - [Order Assist](https://knowledgebase.getvim.com/home/applications?hsLang=en#order-assist)
    - [Vim Scribe](https://knowledgebase.getvim.com/home/applications?hsLang=en#vim-scribe)
- [User Resources](https://knowledgebase.getvim.com/home/user-resources?hsLang=en#main-content)

    - [Vim Connect Users (For end users in the EHR)](https://knowledgebase.getvim.com/home/user-resources?hsLang=en#vim-connect-users-for-end-users-in-the-ehr)
    - [Vim Console Admins & Owners (For practice admins managing Console access)](https://knowledgebase.getvim.com/home/user-resources?hsLang=en#vim-console-admins-owners-for-practice-admins-managing-console-access)
    - [Vim Terminology](https://knowledgebase.getvim.com/home/user-resources?hsLang=en#vim-terminology)
- [How-to Guides](https://knowledgebase.getvim.com/home/how-to-guides?hsLang=en#main-content)

    - [Console Guides](https://knowledgebase.getvim.com/home/how-to-guides?hsLang=en#console-guides)
    - [Vim Connect Guides](https://knowledgebase.getvim.com/home/how-to-guides?hsLang=en#vim-connect-guides)
- [Help Center](https://knowledgebase.getvim.com/home/help-center?hsLang=en)
- [Get Involved](https://knowledgebase.getvim.com/home/get-involved?hsLang=en#main-content)

    - [Practice Experience Advisory Team (Invitation Only)](https://knowledgebase.getvim.com/home/get-involved?hsLang=en#practice-experience-advisory-team-invitation-only)
    - [Champion Program (Vim Console Admins & Owners)](https://knowledgebase.getvim.com/home/get-involved?hsLang=en#champion-program-vim-console-admins-owners)

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