Create Assure Members and Assign Packages

Create Assure Members and Assign Packages

This help desk guide provides instructions on how to create Assure member accounts and assign Assure packages.

Assure member accounts can be created individually or using the bulk upload process. If your members (students and clinical faculty) already have an ACEMAPP account, please skip to the last section on "Adding existing members to Assure."

Create One Assure Member

When creating an individual Assure account, please also assign the member to their Assure package (step 4).

Step 1:

From your school home page, click the "Members" dropdown, then under "Affiliation" click "Assure Member."

Step 2:

Click the "+Create" dropdown, then click "+Add One Assure Member."

Step 3:

Complete the required fields on the Create One Assure Member page, then click "Save" or "Save & Add Another."

This will create the new member's account and send the member a verification email. Once they verify their account, they will receive a welcome email.

NOTE: If a member already has an ACEMAPP account, after clicking "Save," you may be prompted to send an affiliation request. Confirm the end date and click "Save." The member will be notified of the pending request by email and must log in to approve the affiliation.

Step 4:

Once you have created an Assure member's account, please assign the member to their Assure package. First, click the "Members" dropdown, then under "Affiliation" click "Assure Member" (shown in step 1). Check the box on the left next to the member's name, then click the "Select" dropdown and "Assign to Assure Package."

Step 5:

Click the "Assure Package" dropdown to select the package you would like to assign to your selected members. Enter the "End Date." The "End Date" is the date the member will be removed from the Assure package. Then, click "Save."

Bulk Upload Assure Members

The bulk upload process allows Assure admins to create Assure member accounts and assign the member to their Assure package in one step. The bulk upload process also allows admins to add the member as a student or clinical faculty member.

Step 1:

From your school home page, click the "Members" dropdown, then under "Affiliation" click "Assure Member."

Step 2:

Click the "+Create" dropdown, then click "+Bulk Upload."

Step 3:

Click "Download Template" to download the CSV template.

Step 4:

Enter member information into the CSV file. In the "Package Name" field, enter the name of the Assure package the member should be assigned to. Click the "Available Packages" tab on the bulk upload page to see a list of your organization's packages.

The "Is Student" and "Is faculty" columns should say "No" if you only want to add the member as an Assure member. To add the member as a student or clinical faculty member in addition to an Assure member, enter "Yes" in the appropriate column.

The "Package End Date" is the date the Assure member will be removed from their assigned package. The "Graduation Date" is the date the member will be moved to graduated status as a student or clinical faculty member with your school.

Once all members have been entered into the spreadsheet, save the file as a CSV. Then, click the "Browse" button to upload the CSV and click "Save."

Step 5:

After clicking save, you will see a table of the members that have been uploaded. Confirm the information in the table is correct, then click "Confirm."

Step 6:

After confirming, the table will update to display what actions were completed for the member's account.

Adding Existing Members to Assure

If your students or clinical faculty members already have ACEMAPP accounts, please follow the steps below to add them as Assure members and assign them to their Assure package.

Step 1:

From your home page, click the "Members" dropdown, then under "Affiliation," click "Student" or "Clinical Faculty."

Step 2:

Check the box on the left next to the member's name, then click the "Select" dropdown. Click "Assign to Assure Package."

Step 3:

Select the Assure package you would like to assign the member to. Then, click "Save." This will add the member as an Assure member and assign them to their package.

To learn more, please contact ACEMAPP Support at 844-223-4292 or email us at support@acemapp.org.