Activation for PCC Marketplace Applications

This quick reference guide provides the steps required to activate and deactivate SafeKeeping on the PointClickCare Marketplace

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PCC Activation Step 1 Assign Application Activation Security

In PointClickCare, You must assign security before you can complete application activation.  Please note the correct menu location depends on whether you have a Single Facility or Multi-Facility setup in PCC.

  • 1. Login to PointClickCare

  • 2. Go to one of the following:

    Single facility:    Admin > Setup > Security Roles.
    Multi-facility:  Management Console > Standards > Financial Management > Security Roles.

  • 3. Assign system security role:

    Authorized Vendor Application Purchaser (NOTE: For multi-facility organizations, you must also have access to the Management Console.)

    • Click users
    • Select applicable user(s)
    • Click Save
  • 4. Apply security updates:

    To immediately apply security updates to users currently logged in, scroll to the bottom of Security Roles and click clicking here.

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PCC Activation Step 2 Activate a new Application (Partner)

Complete your request to enable the SafeKeeping integration to PointClickCare.  Please note the correct menu location depends on whether you have a Single Facility or Multi-Facility setup in PCC.

  • 1. Login to PointClickCare

  • 2. Go to one of the following:

    • Single facility:  Home > Marketplace > Manage Integrations.

    • Multi-facility: Management Console > Home > Manage Integrations.

  • 3. Click Activation Request

  • 4. Complete the following:

    Legal Organization Name - Type your legal organization name at the time of submitting the application activation request.

    Application - Select an application (SafeKeeping).

    Select facilities to activate application - Select the facilities in which the application is installed.

    Title - Type the title of the authorized requester.

    • Which email would like to be notified at? - Type email address. This email is used for communication regarding this request.

    Requested By -Type the first and surname of the requester. Requester must be an authorized signer for your organization.

    Health Care Provider - Type the Health Care Provider name.

    • Please read and agree to the Terms of Agreement to continue - Read the Terms of Agreement and click Accept.

  • 5. Click Submit

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Need More Activation Help?

Click here to download a PDF of this guide or to see Deactivation instructions.

Want SafeKeeping to guide you through the PointClickCare activation process?  Contact our Support team.