Article: Create Assure Members and Assign Packages

Create Assure Members and Assign Packages

This help desk guide provides instructions on creating Assure member accounts and assigning Assure packages. &nbps; 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: Navigate to Assure Member Management

From your School Home Page, click the "Members" dropdown and select "Assure Member" under Affiliation.

Step 2: Start Creating a New Member

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

Step 3: Enter Member Information

Complete the required fields on the form and click "Save" or "Save & Add Another."

NOTE: If the member already has an ACEMAPP account, you'll be prompted to send an affiliation request. Confirm the end date and click "Save." The member must log in and approve the request before you can assign them a package.

Step 4: Open the Member’s Assignment Options

Return to "Assure Member" (Step 1), check the box next to the member’s name, then click the "Select" dropdown and choose "Assign to Assure Package."

Step 5: Assign the Member to a Package

From the "Assure Package" dropdown, select the desired package. Enter the End Date and click "Save."

Bulk Upload Assure Members

The bulk upload process allows Assure admins to create Assure member accounts and assign members to their Assure packages in one step. It also allows admins to add members as students or clinical faculty.

Step 1: Access the Assure Member Bulk Upload

From your School Home Page, click the "Members" dropdown, then select "Assure Member."

Step 2: Choose Bulk Upload Option

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

Step 3: Download the CSV Template

Click "Download Template" to download the required CSV file for your upload.

Step 4: Complete the Bulk Upload Template

Open the downloaded spreadsheet and enter the required information for each member who needs Assure access. This step allows you to create Assure member accounts and assign them as students or faculty optionally.

Required Fields:

• First Name

• Last Name

• Member Email Address

• Package Name – Enter the exact name listed under the Available Packages.

• Package End Date – This is when the member should be removed from their Assure package access.

Student/Faculty Classification:

• Student? (YES/NO) – Enter YES to create a student account for the member.

  • If NO, you must create their student account separately later.

• Faculty? (YES/NO) – Enter YES to assign the member as clinical faculty.

Access Dates (only required if "Student" is marked YES):

• Access Date (MM/DD/YYYY) – The start date of the student’s membership period in ACEMAPP (not related to Assure access).

• Access End Date (MM/DD/YYYY) – The date your organization no longer needs to be affiliated with the student in ACEMAPP. This also marks when the student’s access to your entity's requirements ends.

Choose existing tags or create new ones before uploading. Once all data is entered, save the file in CSV format.

Step 5: Upload Your CSV File

Click "Browse" to select your CSV file, then click "Upload File."

Step 6: Review and Confirm Uploaded Member Data

Review the table and click "Confirm."

NOTE: Members with a status other than Good! won’t be processed. Click "Start Over" to fix issues or "Confirm" to continue with valid entries.

Step 7: Verify Completion and Address Any Issues

The table will update to show which accounts were created.

Note: Members with existing ACEMAPP accounts who are not affiliated will receive a pending request. Once they approve it, assign them to a package using Steps 4–5 from the "Create One Assure Member" section.

Adding Existing Members to Assure

Use this process if your students or clinical faculty already have ACEMAPP accounts.

Step 1: Locate the Member Under Student or Clinical Faculty

From your Home Page, open the "Members" dropdown, then select "Student" or "Clinical Faculty" under Affiliation.

Step 2: Assign the Member to an Assure Package

Check the box next to the member’s name, open the "Select" dropdown, and click "Assign to Assure Package."

Step 3: Finalize the Assignment

Select the appropriate Assure package, set an End Date, and click "Save."

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."

NOTE: If an affiliation is required, confirm the request. The member will be notified by email and must log in to approve it. After approval, you’ll receive a confirmation email.