View source for Obsolete Users - Old

__NOTOC__ [[File:Caregiver.png|right|Caregiver]]
__NOTOC__
<table>
<tr><td valign="top">[[File:PeopleIcon.png|left|Users - Getting Started]]</td>
<td>
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
Before people can start to use the Resident’s system, to add [[Adding Pictures|pictures]] or [[messages]], have [[video Chat|Video Chats]], or to see activity and receive alerts, they need to be set up.</td></tr>
</table>
:*People need to be set up as [[User Roles|Users]] on the [[Online Care Portal]], so that they can [[Logging In|Login]]. 
:*They need to be set up as [[Caregivers|Caregivers/Contacts]] in order to receive alerts and to use the [[letters]], [[messages]], and [[Care Coordination Notes]] features. 
:*They need to be set up as  Phone People in order to have [[video Chat|Video Chats]] with the Resident, and to appear in the [[Caller ID|Known Callers List]] for the [[Caller ID]] feature.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Users</h3>
In order to log in to the [[Online Care Portal]], to use the remote Caregiver features of the Resident's system you need a User Account.  Your installer should have set up at least one user for you, and assigned that person to be the Primary User or Administrator for the account. This User has sufficient security permissions to add additional Users.<br /><br />

:'''<big>To add users to the Online Care Portal:</big>'''
::#[[Logging In|Log in to the Online Care Portal]]
::#Click the "Manage Users" button
::#Select the "Actions" tab
::#Click the "Add a New User" button<br /><br />

:'''<big>User Roles</big>'''<br />
::Choose the proper [[User Roles|Role]] for the New User. Descriptions of each role are included on the New User screen for your convenience. Only those [[User Roles|Roles]] at or below the level of the User doing the data entry will be available. 

:::*Please see <u>[[User Roles]]</u> for additional information on each available role.<br /><br />

:'''<big>Activating the User Account</big>'''<br />
::At the time that you save a New User, that person will receive an email with instructions on how to [[Logging In|activate their account, set up a password, and login]].<br /> 
:::*For additional help with logging in, see the <u>[[Logging In|Logging In Help Page]]</u>.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Caregivers</h3>
Users and Caregivers are often one and the same, but not always, and they are set up separately.  The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the [[Door Sensors|door opens in the middle of the night]], or a text if [[Medications|medications]] haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send [[Messages]] or [[Letters]] on the system.<br />
:*Adding Caregivers is explained on the <u>[[Caregivers|Caregivers Help Page]]</u>.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Phone People</h3>
The last step is to add people to the Known Callers list. The list is used by the system in two ways. First, it is the list of people who are allowed to have [[Video Chat|video chats]] with the Resident. As a security feature, the system will not accept video calls from unknown callers. Second, the list of Known Callers is used on systems that have implemented [[Caller ID|Caller ID]].<br /> 
:*Adding Known Callers is explained on the <u>[[Phone People|Phone People Help Page]]</u>.<br /><br />

<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Setting Up Users and Caregivers - Step-by-Step Video</h3>
<mediaplayer>File:UsersAndCaregivers.mp4</mediaplayer>
(May take a few moments to load before starting)

<small>[[Media:AddingUsers.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0015 Rev C</small></div>