Recovering Your Ocean Password or Username

Forgotten Password Forgotten User Name
  • You will be prompted to provide your Ocean user name and email address. Enter your information and click "Submit".
  • You will then receive an email with a link to reset your password.

How To Enable Two-Factor Authentication

Two-factor authentication is a feature that provides an additional level of security for Ocean users. To use two-factor authentication, please ensure you have downloaded an authenticator app (for example, Google Authenticator.) You can search "authenticator app" in the app store on your device. Once you've downloaded an authenticator app, follow the steps below to enable two-factor authentication.

  1. Sign into the Ocean Portal and click your username located at the top right of the screen. Then, select "View my Account".
    • Under the Account Tab, click "Enable Two Factor Authentication".
    • You will be prompted to enter your Ocean password, followed by a 6-digit code that will be generated by your authenticator app after scanning the QR code provided. Click "Enable" to complete the authentication.
    • Click "Save Changes".
    • If you would like to disable two-factor authentication, repeat the steps above by selecting "Disable Two Factor Authentication" in Step A.
  • Once you have two-factor authentication enabled, you will be prompted to enter a 6-digit code generated by the authenticator app each time you sign into the Ocean Portal or to access the Administrative Menu on the Ocean Tablet App.

Adding a New User to Your Site

Note: You will only be able to add users to your site if you are a site administrator with access to the Admin tab in the Ocean portal.

    • Enter the Users section (selected from the menu along the left.)
    • Scroll to the bottom of the page and click the "Invite Users to Site" button, located on the right hand side of the page.

Individual User Invites

  1. If you are adding users who are new to Ocean

    • Enter the email address of the colleague's you wish to invite. You can also optionally specify the colleague's full name, if desired.

      Note: Unaccepted invite requests will expire after 30 days.

    • If you need to invite more colleagues, simply click "Add Another Invite" button to add another column to the table.
    • When you are ready to send, click the blue "Send Invitations" button.
    • Your colleague(s) will receive an email notifying them that they have been invited to your Ocean site and be prompted to create a user account.

      Note: Your colleagues will also need to ensure they validate their email address as part of the account creation process before they appear on your list of site users.

    • Once your colleague has created an Ocean account, they will be automatically added to your site.
  2. If you are adding users who have an existing Ocean account

    • Type the colleague's full Ocean user name. If Ocean finds a match in the system, a dropdown may display showing existing users. You can also optionally specific the colleague's full name, if desired.
    • If you need to invite more colleagues, simply click "Add Another Invite" button to add another column to the table.
    • When you are ready to send, click the blue "Send Invitations" button.
    • Your colleague(s) will receive an email notifying them that they have been added to your Ocean site.

Bulk Email Invites

    • Select the "Bulk Email Invites" button within the Invite Users to Site section
    • Enter a series of email addresses, each separated by a comma.
    • When you are ready to send, click the blue "Send Invitations" button.

If you wish for colleagues to have administrative privileges on your Ocean site, simply click the checkbox beside their name, under the "Set Site Admin" column, after they have been successfully added to the site.


Granting Users Administrative Access to Your Ocean Site

Ocean users with administrative privileges are able to configure tablet settings and all the settings available in the Admin tab of the Ocean Portal (see our Guide to the Admin Tab for more details on all of these configurable options). As a result, a user with administrative privileges will be able to edit a wide variety of important features of your Ocean site. Therefore, only trusted users should be granted administrative access to your Ocean site.

Note: If you are adding a new administrative-level user to your site, you will need to follow the steps outlined in "Adding a New User to Your Site" before being able to grant them admin access by following the steps below.

To grant an existing Ocean user administrative access:

  1. Login to the Ocean Portal.
  2. Select the Admin tab and enter the Users section (from the menu along the left).
  3. Locate the user(s) who you'd like to grant administrative access to.
  4. Click the checkbox beside their name, under the "Set Site Admin" column (see screenshot below). Your settings will be saved automatically.


Enabling Patient Message Subscriptions

If you plan to send lots of messages or forms to patients, you may want to enable an unlimited message licence.

There are two kinds of unlimited licences: an individual Patient Messages licence or an Ocean Unlimited Bundle licence (providing unlimited message sending for every user on your site, including administrative and nursing staff).

You can find pricing details for these options in our Ocean Platform Pricing.

To enable an individual Patient Messages license subscription:

  1. Log in to the Ocean Portal and navigate to the Admin Tab.
  2. On the left, select the "Users" page.
  3. Select the checkbox under "Ocean Online Subscription" next to the users you want to enable.

To enable an Ocean Unlimited Bundle, please contact us.