Users - Revision history

Rkonstanz at 20:28, 18 September 2017

2017-09-18T20:28:15Z

← Older revision		Revision as of 20:28, 18 September 2017
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	: [[User Logs\|more...]]		: [[User Logs\|more...]]
	\|}		\|}


	~~<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>~~

Eumhoefer at 21:17, 28 July 2017

2017-07-28T21:17:24Z

← Older revision		Revision as of 21:17, 28 July 2017
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	__NOTOC__		__NOTOC__
	<table>		<table>
	<tr><td valign="top">[[File:PeopleIcon.png\|left\|Groups]][[File:~~ManageUsersButton~~.png\|Users]]</td></tr>		<tr><td valign="top">[[File:PeopleIcon.png\|left\|Groups]][[File:Users_Tab.png\|Users]]</td></tr>
	<tr><td>		<tr><td>
	===Overview===		===Overview===
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	User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />		User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />

	[[File:~~UsersList~~.png\|right\|frame\|~~Manage~~ Users Screen]]		[[File:Users_Page.png\|400px\|thumb\|right\|frame\|Users Screen]]
	===User Roles===		===User Roles===
	<br />		<br />
	For complete list of User roles and privileges, see the ~~<u>~~[[User Roles and Privileges\|User Roles Definitions]]~~</u>~~ page or the ~~<u>~~[[Roles and Privileges Chart\|User Roles and Privileges Chart]]~~</u>~~.		For complete list of User roles and privileges, see the [[User Roles and Privileges\|User Roles Definitions]] page or the [[Roles and Privileges Chart\|User Roles and Privileges Chart]].
	The list of user roles in order of precedence is as follows:		The list of user roles in order of precedence is as follows:
	:Admin (highest-level administrator for an entire server)		:Admin (highest-level administrator for an entire server)
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	===Creating a User===		===Creating a User===
	<br />		<br />
	* Click the "~~Manage~~ Users" button on the Dashboard.		* Click the "Users" button on the Dashboard.
	* Click the "Actions" tab.
	* Click the "Add a new User" button.		* Click the "Add a new User" button.
	* Enter the user's email, which will be used for logging in, and for receiving activation emails.		* Enter the user's email, which will be used for logging in, and for receiving activation emails.
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	The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />		The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />

	[[File:~~UserInfoScreen~~.png\|right\|frame\|Manage a User]]		[[File:Edit_user.png\|400px\|thumb\|right\|frame\|Manage a User]]
	===User Management Operations===		===User Management Operations===
	<br />		<br />
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	:'''Resident Admins''' - can manage users with the role of Resident Caregiver or below, with roles for the same Resident<br /><br />		:'''Resident Admins''' - can manage users with the role of Resident Caregiver or below, with roles for the same Resident<br /><br />
	To manage a User:		To manage a User:
	* Click the "~~Manage~~ Users" button on the Dashboard.		* Click the "Users" button on the Dashboard.
	* Click the User you wish to manage.		* Click the User you wish to manage.
	* Click the appropriate tab:<br /><br />		* Click the appropriate tab:<br /><br />

	{\| class="table"		{\| class="table"
	\|[[~~Image~~:~~InfoTab~~.png\|left\|top\|link=User_Info]]		\|[[File:Info_Tab.png\|left\|top\|link=User_Info]]
	\|'''[[User Info\|Info Tab]]''' - Click the [[~~User~~ Info\|Info tab]] to view general information about the User, such as the contact information, and a log of User activity.<br />		\|'''[[User Info\|Info Tab]]''' - Click the [[Info\|Info tab]] to view general information about the User, such as the contact information, and a log of User activity.<br />
	: [[User Info\|more...]]		: [[User Info\|more...]]
	\|}		\|}

	{\| class="table"		{\| class="table"
	\|[[~~Image~~:~~RolesTab~~.png\|left\|top\|link=User_Roles]]		\|[[File:Roles_Tab.png\|left\|top\|link=User_Roles]]
	\|'''[[User Roles\|Roles Tab]]''' - Click the [[User Roles\|Roles tab]] to see, and manage, the list of the Users who can be managed by the logged-in user.<br />		\|'''[[User Roles\|Roles Tab]]''' - Click the [[User Roles\|Roles tab]] to see, and manage, the list of the Users who can be managed by the logged-in user.<br />
	: [[User Roles\|more...]]		: [[User Roles\|more...]]
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	{\| class="table"		{\| class="table"
	\|[[~~Image~~:~~ActionsTab~~.png\|left\|top\|link=User_Actions]]		\|[[File:Edit_user_button.png\|left\|top\|link=User_Actions]]
	\|'''[[Editing a User\|Editing a User]]''' - Click the [[Editing a User\|~~User~~]] to access the controls for managing a User.<br />		\|'''[[Editing a User\|Editing a User]]''' - Click the [[Editing a User\|Edit Button]] to access the controls for managing a User.<br />
	: [[Editing a User\|more...]]		: [[Editing a User\|more...]]
	\|}		\|}

			{\| class="table"
			\|[[File:Log_Tab.png\|left\|top\|link=User_Actions]]
			\|'''[[User Logs\|User Logs]]''' - Click the [[User Logs\|Logs Tab]] to view a log of the activity of the User.<br />
			: [[User Logs\|more...]]
			\|}


	<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>

Eumhoefer at 20:46, 28 July 2017

2017-07-28T20:46:48Z

← Older revision		Revision as of 20:46, 28 July 2017
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	{\| class="table"		{\| class="table"
	\|[[Image:ActionsTab.png\|left\|top\|link=User_Actions]]		\|[[Image:ActionsTab.png\|left\|top\|link=User_Actions]]
	\|'''[[User ~~Actions~~\|~~Actions Tab~~]]''' - Click the [[User ~~Actions~~\|~~Actions tab~~]] to access the controls for managing a User.<br />		\|'''[[Editing a User\|Editing a User]]''' - Click the [[Editing a User\|User]] to access the controls for managing a User.<br />
	: [[User ~~Actions~~\|more...]]		: [[Editing a User\|more...]]
	\|}		\|}

	<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>

Eumhoefer at 21:53, 21 July 2017

2017-07-21T21:53:45Z

← Older revision		Revision as of 21:53, 21 July 2017
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	User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />		User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />

	[[File:UsersList.png\|right\|frame\|Manage Users Screen]]===User Roles===		[[File:UsersList.png\|right\|frame\|Manage Users Screen]]
			===User Roles===
	<br />		<br />
	For complete list of User roles and privileges, see the <u>[[User Roles and Privileges\|User Roles Definitions]]</u> page or the <u>[[Roles and Privileges Chart\|User Roles and Privileges Chart]]</u>.		For complete list of User roles and privileges, see the <u>[[User Roles and Privileges\|User Roles Definitions]]</u> page or the <u>[[Roles and Privileges Chart\|User Roles and Privileges Chart]]</u>.
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	The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />		The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />

	[[File:UserInfoScreen.png\|right\|frame\|Manage a User]]===User Management Operations===		[[File:UserInfoScreen.png\|right\|frame\|Manage a User]]
			===User Management Operations===
	<br />		<br />
	Users can be managed by users who are admins at some level. Users can manage other users with roles at or below their own level. Specifically:		Users can be managed by users who are admins at some level. Users can manage other users with roles at or below their own level. Specifically:

Eumhoefer: formatting

2017-07-21T21:53:25Z

formatting

← Older revision		Revision as of 21:53, 21 July 2017
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	<tr><td valign="top">[[File:PeopleIcon.png\|left\|Groups]][[File:ManageUsersButton.png\|Users]]</td></tr>		<tr><td valign="top">[[File:PeopleIcon.png\|left\|Groups]][[File:ManageUsersButton.png\|Users]]</td></tr>
	<tr><td>		<tr><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 />		===Overview===
			<br />
	Users are people who are authorized to log in to the [[Online Care Portal\|Online Care Portal]]. The [[User Roles\|User Role]] assigned to a user's account determines the features and capabilities available to that user, so screens may differ in what's visible, depending on the user's role.</td></tr>		Users are people who are authorized to log in to the [[Online Care Portal\|Online Care Portal]]. The [[User Roles\|User Role]] assigned to a user's account determines the features and capabilities available to that user, so screens may differ in what's visible, depending on the user's role.</td></tr>
	</table><br />		</table><br />
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	User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />		User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />

	[[File:UsersList.png\|right\|frame\|Manage Users Screen]]~~<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;">~~User Roles~~</h3>~~<br />		[[File:UsersList.png\|right\|frame\|Manage Users Screen]]===User Roles===
			<br />
	For complete list of User roles and privileges, see the <u>[[User Roles and Privileges\|User Roles Definitions]]</u> page or the <u>[[Roles and Privileges Chart\|User Roles and Privileges Chart]]</u>.		For complete list of User roles and privileges, see the <u>[[User Roles and Privileges\|User Roles Definitions]]</u> page or the <u>[[Roles and Privileges Chart\|User Roles and Privileges Chart]]</u>.
	The list of user roles in order of precedence is as follows:		The list of user roles in order of precedence is as follows:
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	:Resident Communicator<br /><br />		:Resident Communicator<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;">~~Who Can Create a User~~</h3>~~<br />		===Who Can Create a User===
			<br />
	Users can only be created by users who are admins at some level. Users can create new users with roles at or below their own level. Specifically:		Users can only be created by users who are admins at some level. Users can create new users with roles at or below their own level. Specifically:
	:'''Distributor Admins''' - can create users with the role of Distributor Admin or below		:'''Distributor Admins''' - can create users with the role of Distributor Admin or below
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	::This is rare. Typically Accounts have Account-level users rather than Resident-level users.<br /><br />		::This is rare. Typically Accounts have Account-level users rather than Resident-level users.<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;">~~Creating a User~~</h3>~~<br />		===Creating a User===
			<br />
	* Click the "Manage Users" button on the Dashboard.		* Click the "Manage Users" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.
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	The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />		The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />

	[[File:UserInfoScreen.png\|right\|frame\|Manage a User]]~~<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;">~~User Management Operations~~</h3>~~<br />		[[File:UserInfoScreen.png\|right\|frame\|Manage a User]]===User Management Operations===
			<br />
	Users can be managed by users who are admins at some level. Users can manage other users with roles at or below their own level. Specifically:		Users can be managed by users who are admins at some level. Users can manage other users with roles at or below their own level. Specifically:
	:'''Distributor Admins''' - can manage users with the role of Distributor Admin or below, with roles within the same [[Distributors\|Distributor]]		:'''Distributor Admins''' - can manage users with the role of Distributor Admin or below, with roles within the same [[Distributors\|Distributor]]
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	\|}		\|}

	~~<!--<small>[[Media:Users.pdf\|PDF format]]</small><br /> this is outdated, but could be replaced with current rev-->~~
	<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>

Sfeldstein at 17:30, 14 July 2017

2017-07-14T17:30:16Z

← Older revision		Revision as of 17:30, 14 July 2017
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	\|}		\|}

	<small>[[Media:Users.pdf\|PDF format]]</small><br />		<!--<small>[[Media:Users.pdf\|PDF format]]</small><br /> this is outdated, but could be replaced with current rev-->
	<div style="text-align: right;"><small>GC-01-OUM-0065 Rev A</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0065 Rev B</small></div>

Sfeldstein at 17:28, 14 July 2017

2017-07-14T17:28:16Z

← Older revision		Revision as of 17:28, 14 July 2017
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	</table><br />		</table><br />

	User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. This means that all users are eligible to receive rule alerts. It is ''not'' necessary to have a user account in order to receive rule alerts, or to video chat with the Resident. Users who will video chat must be separately set up as [[Phone People\|Phone People]].<br /><br />		User information is automatically added to the [[Caregivers\|Caregiver]] table in the People module of the [[Care Menu\|Care Menu]]. <br /><br />

	[[File:UsersList.png\|right\|frame\|Manage Users Screen]]<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;">User Roles</h3><br />		[[File:UsersList.png\|right\|frame\|Manage Users Screen]]<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;">User Roles</h3><br />

Sfeldstein at 17:23, 14 July 2017

2017-07-14T17:23:51Z

← Older revision		Revision as of 17:23, 14 July 2017
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	<tr><td>		<tr><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 />		<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 />
	Users are ~~caregivers~~ who are authorized to log in to the [[Online Care Portal\|Online Care Portal]]. Only people with User accounts may [[Logging In\|log in]], use the [[Care Menu\|Care Menu]], engage in most [[Communication_Features_-_Getting_Started\|communication activities]] with Residents, view data, and [[Rules_and_Alerts_-_Getting_Started\|set rules]]. The [[User Roles\|User Role]] assigned to a user's account determines the features and capabilities available to that user, so screens may differ in what's visible, depending on the ~~logged-in~~ user's role.</td></tr>		Users are people who are authorized to log in to the [[Online Care Portal\|Online Care Portal]]. The [[User Roles\|User Role]] assigned to a user's account determines the features and capabilities available to that user, so screens may differ in what's visible, depending on the user's role.</td></tr>
	</table><br />		</table><br />

Kristin: Updated links

2013-11-27T22:21:54Z

Updated links

← Older revision		Revision as of 22:21, 27 November 2013
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	:Group Caregiver		:Group Caregiver
	:Group Communicator		:Group Communicator
	:~~[[Account-Level Users\|~~Account Admin]]		:Account Admin
	:~~[[Account-Level Users\|~~Account Caregiver]]		:Account Caregiver
	:~~[[Account-Level Users\|~~Account Communicator]]		:Account Communicator
	:~~[[Resident-Level Users\|~~Resident Admin]]		:Resident Admin
	:~~[[Resident-Level Users\|~~Resident Caregiver]]		:Resident Caregiver
	:~~[[Resident-Level Users\|~~Resident Communicator]]<br /><br />		:Resident Communicator<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;">Who Can Create a User</h3><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;">Who Can Create a User</h3><br />

Kristin at 20:48, 27 November 2013

2013-11-27T20:48:06Z

← Older revision		Revision as of 20:48, 27 November 2013
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	* It is a good idea to upload a picture of the user, which will be displayed with communications received by the Resident.		* It is a good idea to upload a picture of the user, which will be displayed with communications received by the Resident.
	* Choose the role for the user		* Choose the role for the user
	::Definitions of each role are available just below the role selection.		::Definitions of each role are available just below the role selection. When picking an Account-level role, you must then pick the appropriate Account. When picking a Group-level role, you must then pick the appropriate Group.
	::It is a recommended best practice that each user have only one role assigned.		::It is a recommended best practice that each user have only one role assigned.
	* Click the "Save User" button.<br /><br />		* Click the "Save User" button.<br /><br />