Difference between revisions of "Caregivers"
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(Updated to include synchronization info) |
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<tr><td valign="top">[[File:PeopleIcon.png|left|Caregivers]]</td> | <tr><td valign="top">[[File:PeopleIcon.png|left|Caregivers]]</td> | ||
<td> | <td> | ||
===Adding a Caregiver=== | |||
Every person who will be receiving alerts or messages from the system | <br /> | ||
Every person who will be receiving alerts or messages from the system needs to be in a Caregiver. This happens automatically, in most cases, when a person is given a user account. (See the instructions for [[Users|adding new users]]). </td></tr> | |||
</table><br /> | </table><br /> | ||
[[File:Caregivers.png|right|frame|Caregiver Information]] | :'''<big>User Levels that are Automatically Set Up as Caregivers:</big>''' | ||
::*Group Caregiver | |||
::*Group Communicator | |||
::*Account Admin | |||
::*Account Caregiver | |||
::*Account Communicator | |||
<br /><br /> | |||
:'''<big>User Levels that are NOT Automatically Set Up as Caregivers:</big>''' | |||
::*Admin | |||
::*Distributor Admin | |||
::*Group Admin<br /><br /> | |||
[[File:Caregivers.png|370px|thumb|right|frame|Caregiver Information]] | |||
:'''<big>To add a new Caregiver:</big>''' | :'''<big>To add a new Caregiver:</big>''' | ||
::#Click Users in the Online Care Portal | |||
::#Click the Add User button | |||
::#Fill out the form | |||
::#Give them the appropriate role | |||
::#Select the appropriate account or group | |||
::#Save the Add User form | |||
::#An activation email will be sent to the new user | |||
<br /><br /> | |||
===Changing the Picture=== | |||
Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.<br /><br /> | Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.<br /><br /> | ||
<br /> | |||
Latest revision as of 17:26, 26 July 2017
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Adding a Caregiver
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- User Levels that are Automatically Set Up as Caregivers:
- Group Caregiver
- Group Communicator
- Account Admin
- Account Caregiver
- Account Communicator
- User Levels that are NOT Automatically Set Up as Caregivers:
- Admin
- Distributor Admin
- Group Admin
- To add a new Caregiver:
- Click Users in the Online Care Portal
- Click the Add User button
- Fill out the form
- Give them the appropriate role
- Select the appropriate account or group
- Save the Add User form
- An activation email will be sent to the new user
Changing the Picture
Every Caregiver is assigned a picture. The default picture is a simple cartoon, but it can and should be replaced with a photo of the person. This picture is attached to all communications sent to the system, to identify the sender. Click on the picture to change it by uploading a photo from your computer.