Please read the following instructions for assistance with your ChartMaker® Cloud Account. For additional assistance, contact us here.

Please following the instructions below if this is your first time accessing the Chartmakercloud Access Portal, or if you have not set up your Cloud Account, or if you would like to view and modify your account details. You may also watch our step-by-step video online.


  1. Open your preferred web browser go to: https://password.chartmakercloud.com/app/portal/.
  2. At the main menu, click My Account.

  1. Enter your Chartmakercloud Username and Password in the corresponding fields, and then click the Next button.

  1. If you have not set up your account, you will be prompted to select and answer three (3) security questions in the corresponding fields. Click Next to continue. Repeat this step until the three security questions and answers have been configured.

NOTE: You can modify add and modify the security questions in the dashboard once your account is setup.

If you have already set up your account, go to step 5.

  1. After you have completed the security question and answer section, or if your account had been previously set up, the User Overview screen will appear.

In the Password Information section, information regarding your password status will be displayed, as well as the ability to change your password via the Change Password button.

If your password has expired, or if you were given a temporary password, you will be prompted to change your password. Otherwise, you can click the Change Password button if you want to change your password.

In the Profile Image section, you can configure a profile picture for your account, if desired. Simply click the Choose File button, then in the Open dialog browse to the location of the image file and click the Open button. The image will then be uploaded and appear. Click the Apply button to save the profile image.

If you scroll down to the Setup the LogonBox App section, you will see instructions for downloading and configuring the LogonBox mobile app on your smartphone, if desired.

  1. To complete or update your profile information (name and email), click the Menu icon (three bars) at the top left, then Home, and then click My Profile.

  1. To update your name, click the General tab of the My Profile section, and then add or modify your Given Name, Initials, and Surname in the corresponding fields, if needed, and then click the Apply button.

  1. To update your email address, click the Office tab of the My Profile section, and then enter or modify your Email address, and then click the Apply button.

  1. If you click the Change Password icon at the top, you can change your password. Simply, enter your Current Password, New Password and Confirm Password in the corresponding fields, being sure to comply with the password policy; or you can use the Password Generator to easily create passwords and copy it into the password fields, if needed. You can then Change button at the bottom right of the screen.

  1. To add or modify your Security Questions, validate phone numbers for SMS authentication, as well as validate an email addresses for One-Time Password authentication, click the Menu icon (three bars) at the top left, then Home, and then click My Credentials.

  1. The SMS Numbers section will display any phone numbers that have been validated for SMS authentication (authentication via text messaging), while also allowing you to validate phone numbers for this functionality via the New Number button.

To validate a phone number, click the New Number button, then in the Validate Number Address dialog enter the Country and Phone Number in the corresponding fields, and then click the Next button. You will then be sent a text message with a confirmation code to the phone number entered, which you will need to enter in the Code field, and then click the Finish button. The phone number will then appear in the validated SMS Numbers list; you can delete these email addresses by clicking the corresponding red delete button, if needed.

  1. To add or delete validated email addresses for use in One-Time Password authentication, click the Email Addresses icon at the top of the screen.
  2. The Email Addresses section will display any email addresses that have been validated for use in One-Time Password authentication, while also allowing you to validate email addresses for this functionality via the Validate New Email button.

To validate an email address, click the Validate New Email button, then in the Validate Email Address dialog enter the Email Address in the corresponding field, and then click the Next button. You will then be sent a confirmation code to the email address entered, which you will need to enter in the Confirmation Code field, and then click the Finish button. The email address will then appear in the validated email list; you can delete these email addresses by clicking the corresponding red delete button, if needed.

  1. To add or modify your security questions, click the Security Questions icon at the top of the screen.
  2. In the Security Questions area, you can delete previously configured security questions, as well as add up to a total of nine security questions, as needed.

To delete a security question, click the corresponding X next to the security question you want to delete. A confirmation message will appear, click the OK button. The security question will then be removed.

To add a security question, select the security question you want to answer in drop-down list below, and then Enter and Confirm your answers in the corresponding fields. You can also enter a Hint in the last field, if desired. When the applicable information has been entered, click the Save button.

  1. When finished, you can return to the User Dashboard by clicking the User Dashboard button at the top right or click the Sign Out button to log off.

Please follow the instructions below to reset your password. You may also watch our step-by-step video online.

If your password has expired however, please follow the instructions here.


  1. Open your preferred web browser go to: https://password.chartmakercloud.com/app/portal/.
  2. At the main menu, click Reset Password.

  1. Enter your Username in corresponding field, and then click the Next button.

  1. Enter the answer to the security questions in the corresponding fields, and then click the Next button.

  1. If the security question was answered correctly, enter your new password in the Password and Confirm Password You must comply with the ChartMaker Password Policy when creating a new password. Click the corresponding link to view the policy for creating passwords. Also, you can use the Password Generator to easily create passwords and copy it into the password fields, if needed. Click the corresponding link below to view the options for generating a password. Once the password has been entered, or generated, and you receive a Password looks good indicator, then click the Reset Password button.

  1. You will receive confirmation that your password has been reset. You will also receive an email confirmation that your password has changed. Click the Continue button. You will then return to the main menu.

Please follow the instructions below to unlock your account. You may also watch our step-by-step video online.


  1. Open your preferred web browser and go to: https://password.chartmakercloud.com/app/portal/.
  2. At the main menu, click Unlock My Account.

  1. Enter your Username in corresponding field, and then click the Next button.

  1. Enter the answer to the security questions in the corresponding fields, and then click the Next button.

  1. If the security questions were answered correctly, your account will be unlocked, and the system will give you a verification summary. Click the Continue button to return to the main menu.

What do I do if it says my password has expired?

You will receive a request to change your password every 90 days as a built-in security feature.

  1. Open your preferred web browser and go to: https://password.chartmakercloud.com/app/portal/.
  2. Click the My Account option.
  3. Enter your Chartmakercloud Username and Password in the corresponding fields, and then click the Next button.
  4. Click the Change Password button.
  5. Enter your Current Password, New Password and Confirm Password in the corresponding fields, being sure to comply with the password policy; or you can use the Password Generator to easily create passwords and copy it into the password fields, if needed.
  6. Click the Change button at the bottom right of the screen.

Can I use the same username and password for every computer?

Each cloud account (chartmakercloud\user) has their own space in the cloud.  If you are logged on at one computer in the exam room, it will close automatically when you log into a computer in the front office when you use the SAME chartmakercloud\user account

If you have chartmakercloud\userA logged into the front desk and chartmakercloud\userB in the exam room, you are still free to open Clinical under any user you want.  In this case you CAN be logged into the clinical program in 2 rooms with the same username.

The chartmakercloud\user and the user for Clinical(the actual program) are 2 separate accounts.

How can I ADD or DISABLE a user?

You may add and/or disable users by using our Cloud User Request form here.

Are there any additional resources?

Yes, in addition to our instructional guide here you may also follow step-by-step with our  Cloud User videos  available online.

Learn how to log in and reset your password for Clinical and Practice Manager ChartMaker® Cloud.