---
title: How to Configure a Locum Account in Profile (British Columbia)
slug: portal-sub/how-to-configure-a-locum-account-in-profile-british-columbia
docTags: 
createdAt: 2026-03-04T12:03:22.933Z
---

When a provider goes on leave, a locum, or temporary provider may cover the provider's leave period. Important information and financial details will need to be captured in Profile during that time. 

The following article covers the process of creating a locum account in Profile.

**Note: **This process must be done by a user with user rights to manage user creation.

## Create a Duplicate provider

1. Go to **Organisation** / **People & Places**.
2. Scroll through the list in **People and Places** window to find the provider going on leave.
3. Click to highlight the provider's name and then push the Copy Selected Provider button to make a duplicate provider.

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4. The **Provider **window will now appear. This will be the area where all of the provider's details will be replaced with the locum's.

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## Replace provider details with locum details

The rest of the process will focus on replacing the provider's information with the locum's information, in the Provider window.

### General

1. Replace items in the **General** view. **Code**, **Full Name**, **Last Name**, **First Names** etc. The Street Address is usually the address of the clinic, so that might remain the same. 
2. Be sure to change the **Cellphone**, and the **Email **items in case the locum will be working remotely.

**Note: **When the Full Name section has been changed, the title of the Provider window will also change, as demonstrated by the screenshots below.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RWdv-2xHc6KMb9hZAqi2W_d0wv5xflqx4jtlsc9nnsn5vdhifb7rbnew.png)![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VyhX_G4DeEPFNt_sDMdOf_qt2xaufer0ly88fi74le3-2xfas2nuazqg.png)

### Reference

1. Go to **Reference**.
2. Click on the **Reference System** drop-down list and select **BC College Physicians and Surgeons**.
3. Enter in the locum's BCCPS number in the **Prov ID** field.

### Financial

1. Go to **Financial**.
2. Check the **Is Financial** checkbox so the locum can be invoiced.
3. Under the **Letterhead** section, type in the locum's **Name**. and optionally, their license number in the **Qualifications** space.

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### Special

1. Go to** Special**.
2. Type in a **New Password** for the locum in the space provided. 
3. Re-enter that same password in the **Retype New Password** space. 
4. Tick the **User can log in externally** box, if the locum is to be given remote access. 
5. Select** Clear...** to remove the existing digital signature if there is one.
6. If a digital signature is to be uploaded, select** Load...** and find an existing digital signature file, of the locum's, to be uploaded. The digital signature should now be visible in the box.

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### Grants

1. Go to **Grants**.**Note: **The rights of the original provider should be present in this view. Be sure to look over each of the **Grant** items to make sure they are correct, or to see if they need altering. 
2. The three most important items to look over are **Sign Incoming Clinical Transactions**, **Work for me**, and **Can See Tasks**.

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### Roles

1. Go to **Roles**.
2. The roles of the provider should be visible here. Make sure the roles are relevant for the locum. 
3. If the **Sys Admin **role is included, perhaps that role should be removed from the locum's profile. Highlight the **Role** that needs to be removed and click the **Remove role** button. Select **Yes**, in the additional window, to confirm the deletion.

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### Member Of

1. Go to **Member Of**.
2. Double click each item to view or to make alterations.

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3. **The Person Place** window will appear.
4. Change the **Service ID** and **Payee ID **to that of the locum's.
5. Rural Retention Program details can be added into the **RRP/SCC **space.

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### Cover

1. Go to **Cover**
2. Select the **Add Cover** button

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3. Type in the name of the provider being **Cover for,** in the space provided, and select their name from the drop-down list that appears. Alternatively click on the ellipsis button to search.

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4. Open the drop-down menus and choose a **Cover from** and a **Cover to** date. This will specify the dates by which the locum will cover for the provider.
5. Click on the appropriate payment specifications found under the **Financial Coverage** section.  These details will be determined by the locum and the clinic.
6. Select **OK** to complete. 

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7. The **Cover **details should now be visible. 
8. Select **Apply** and **OK** when all the details are complete

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9. The locum's account should now be set up and visible on the **People & Places** screen.

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