Adding a New User to Your Site – OceanMD

Any individual that requires access to Ocean must have a free Ocean user account. This article walks through how to invite new or existing users to join your Ocean Site.

Prerequisite

You must have Ocean Site Admin access to invite new users to join your Ocean Site.

1. Ocean Site Admin Sends User Invitations

In the Admin Settings page, select 'Users'.

In the Users page, click the 'Invite Users to Site' button.

In the 'Email Address' field, enter the email address of the colleague(s) that you would like to invite to join your Ocean Site.

Note: If your colleague already has an existing Ocean user account, enter the email address associated with their existing Ocean user account.

In the 'Full Name (Optional)' field, optionally enter the full name of your colleague(s).

If you are sending a large number of user invitations at once, you can click on the 'Switch to Bulk Email' button and enter a series of email addresses, with each separated by a comma.
When you are ready to send, click the 'Send Invitations' button.

2. Users Accept Invitations

Your colleague(s) will receive an email invitation to join your Ocean Site.

If the invitation was sent to an email address linked to an existing Ocean user account (i.e., an existing Ocean user), the steps to join your Ocean Site will differ from those for someone without an existing account (i.e., a new Ocean user):

If your colleague does not already have an existing Ocean user account, they will follow the steps below:

In the user invitation email, click 'Join Ocean'.

After entering your account information, click 'Sign Up for Ocean'.

A confirmation message will appear indicating that your account was created successfully.

Click 'Sign In'.

Enter your newly-created Ocean user account credentials and click 'Secure Sign In'.

If the Ocean Site you are joining does not enforce mandatory Two-Factor Authentication, you will be prompted to agree to the Ocean End User Licence Agreement before accessing the Ocean Site. Users located in Ontario must also completed the Ocean Privacy Primer before accessing the Ocean Site.

Two-Factor Authentication Configuration (if applicable)

If the Ocean Site you are joining enforces mandatory Two-Factor Authentication, you will be prompted to configure Two-Factor Authentication after clicking 'Secure Sign In':

Download an authenticator application to your mobile device (e.g., Google Authenticator) and click 'Next'.

Scan the QR code using the authenticator application on your mobile device to add it to your application.
Enter your Ocean user account password and the Two Factor Authentication Code from your authenticator application, and then click 'Enable & Join Site'.

A confirmation message will appear indicating that Two Factor Authentication has been successfully enabled for your Ocean user account.

Click 'Continue to Site'.
You will be prompted to agree to the Ocean End User Licence Agreement before accessing the Ocean Site. Users located in Ontario must also completed the Ocean Privacy Primer before accessing the Ocean Site.

If your colleague already has an existing Ocean user account, they can follow the steps below:

In the user invitation email, click 'Accept Invitation'.

Enter the credentials for your existing Ocean user account and click 'Secure Sign In'
After signing in, you will be brought into the Ocean Site that you were invited to join.

Two-Factor Authentication Configuration (if applicable)

If the Ocean Site you are joining enforces mandatory Two-Factor Authentication, you will be prompted to configure Two-Factor Authentication after clicking 'Secure Sign In':

Download an authenticator application to your mobile device (e.g., Google Authenticator) and click 'Next'.

Scan the QR code using the authenticator application on your mobile device to add it to your application.
Enter your Ocean user account password and the Two Factor Authentication Code from your authenticator application, and then click 'Enable & Join Site'.

A confirmation message will appear indicating that Two Factor Authentication has been successfully enabled for your Ocean user account.

Click 'Continue to Site' to be brought into the Ocean Site that you were invited to join.

3. User Added to Ocean Site

Once your colleague(s) has successfully joined your Ocean Site, they will be listed under the 'Ocean Users Registered at This Site' table in the 'Users' page of the Admin Settings area.

Tip: To grant 'Site Admin' access to a user in your Ocean Site, simply enable the 'Site Admin' checkbox next to their name in the table.