Creating New Web User ID for Person Record in Aptify

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:13 AM by Kevin Schmidt - HCPro

If a user is unable to access their myAHIMA account, there is a slight likelihood their person record in Aptify does not have an assigned username or password. The following outlines the steps to create a new web user ID (username and password) for the person account in Aptify that may otherwise not already have a web user record.


Note: If a web user ID does exist, but the PWD (password) field is blank then you will need to add a generic password. 


In Aptify, go to the person record and check for Web User. If there is no existing Web User (username/password) you will receive the following error message: 



1. Click "Yes" to create new web user for record when prompted.


2. In the new web user record General tab, complete the required fields:

  • User ID = primary email address 
  • PWD = password (e.g., ahima123, Fall2021)
  • First Name 
  • Last Name
  • Email = primary email address
  • Link = enter person ID then press tab to link person record (if not already pre-populated)



3. In the web user record User Groups tab, add the following groups:

  • Customers
  • Engage
  • LMS
  • CEU Center



4. Click "Save" record.


5. Use newly generated login credentials (user ID/username and PWD/password) to manually log-in as customer on my.ahima.org - not the record's impersonate button.


6. If successfully logged in, go back to person record in Aptify and close the web user record then on the person record click the save icon and refresh the record (two blue arrows circling). 


7. Click to re-open web user. You should now see two web user records: (first) containing the user's email address and (second) a unique mix of characters known as B2C web user ID.



Note: If you are not able to log-in with the new web user ID created, instruct the user to try the reset password function.


If the issue persists, then it is likely the user has an old B2C web user ID that needs to be deleted in Azure Prod to restore account. At this point, please submit a ticket for additional support. 

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