Help Center Membership Management: Getting in and your account Getting in and your account: overview and words used

Getting in and your account: overview and words used

This part of the Help Center covers everything about getting into Membership Management and managing the people who use it:

  • the sign-in page, your first sign-in, passwords and the authenticator app
  • picking a clinic, switching clinics, and the top bar
  • why you get signed out (idle time, the sign-in window, the 10-hour limit)
  • Admin → Users (inviting and managing staff)
  • Admin → Roles (what each role may do)
  • the Account page (your subscription, branding, support)
  • what it means when you see Prescripta support in your audit log

Words used on this page

WordWhat it means
LoginYour e-mail address, your password and your authenticator app together. One e-mail address is one login across the whole product.
Authenticator appA free app on your phone that shows a new 6-digit number every 30 seconds. Examples: Google Authenticator, Microsoft Authenticator, Authy, 1Password, Apple Passwords. Membership Management asks for this number when you sign in. This is also called "two-factor authentication" or "MFA".
CodeA short number. There are three kinds: the first-time sign-in code in your invitation e-mail, the reset code in a password-reset e-mail, and the 6-digit code from your authenticator app.
QR codeThe square black-and-white picture you scan with your phone's camera to add Membership Management to your authenticator app.
ClinicOne business that uses Membership Management. One login can belong to several clinics.
RoleYour job level in a clinic: owner, admin, provider, nurse or staff. Your role decides what you can see and do.
PermissionOne thing a role may do, such as "Change settings". The owner decides these on Owner → Roles.
SessionThe time between signing in and signing out.
IdleNot touching the portal (no mouse, keyboard, scrolling or tapping).
Sign-in windowHow long one sign-in lasts before you must sign in again (the clinic picks this; 60 minutes unless changed).
Audit logThe clinic's record of who did what, and when.
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