Console Overview for End Users

A step-by-step guide for Developer Console Admins to monitor their network and empower Console account owners and admins to manage end-user access in Vim Connect.

1. View Organizations in Your Network

To monitor organizations in your network:

• Log in to Vim Console.
• Click the Organizations tab from the left-hand menu.
• Use the search bar (top right) to find a specific organization.
• Click the three dots next to the organization’s name.
• Select View from the dropdown.
  
  

2. Locate Key Organization Information

From the organization’s detail page:

• Locate the Organization ID.
  • This ID (and/or the organization's URL, also shown here) may be required by your dev team to complete account configuration before the implementation call.

• Locate the Organization Key.
  • This key is used by provider group customers during the Vim download process.
  • It ensures users are correctly associated with the right practice.
    
    

3. View and Filter Organization Users

To see user connectivity:

• From the organization view, click the three dots next to the org name.
• Select Users.

You'll see a full user list. Use the status filters in the top right to sort by:

• Created: The user has been added by the account owner but hasn’t installed Vim.
• Live: The user has logged into Vim within the last 30 days.
• Inactive: The user has not logged in within 30 days. Typically, the user has:
  • Changed their EHR username, or
  • Received a new device that does not have Vim installed yet, or 
  • Left the organization (in which case the admin can delete them from Console).

4. Enable Account Owners and Admins to Manage Users

Your network’s Console admins and account owners play a key role in managing Vim Connect access. In the Vim Admin Console, they can:

• Add new users
• Assign or remove Marketplace apps
• Delete users no longer with the practice
• Update settings to streamline onboarding
  
  

👉 Share these helpful resources with your network’s account admins:

• Overview of Vim Console

Console Overview Training Video - Email Template | Admin/Owner | Implementation + Success

Use Case: This email template with Console training video is sent to the practice champion and/or IT after the initial implementation call and serves as an ongoing resource to guide users through managing users and their advanced settings in Vim’s Console. 

To: Clinic champion
From: provider success team
Subject: How to manage your users and advanced settings in Vim’s Console

Hello,

I've included this video tutorial to help make adding and removing users quick and easy.

Don’t forget to ensure the auto-create feature is turned on under My Account via the Advanced Settings tab in Console so your users are automatically created once the downloads are complete. 

Alternatively, you will have to login to Console and manually activate the desired users from the potential users tab after you’ve downloaded Vim on their device.

Please feel free to reach out with any questions. I am here to help.

Kind regards,

5. Best Practices for Streamlined Onboarding

Remind your network’s Console account admins and owners to:

Enable Seamless Sign-In (Recommended)

1. Console account owners should log in to Vim Admin Console.
2. Go to the Account tab (top-left) > Advanced Settings.
3. Toggle ON the Automated User Verification setting.
   
   

⚠️ If this setting is OFF, the practice will need to:

• Manually add users’ emails under the Vim Connect Users tab
• Share the password setup PDF so users can configure their login

Turn On Auto-Create for Easier User Activation

1. Go to the Account tab > Advanced Settings.
2. Toggle ON the User Auto-Creation setting.
3. Click the Potential Users tab (left menu).
4. Ensure Auto-Create is toggled ON.
   
   

⚠️ If Auto-Create is OFF, the admin must:

• Return to the Potential Users tab after Vim is downloaded
• Manually activate each user