Users
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OverviewUsers are caregivers who are authorized to log in to the Online Care Portal. Only people with User accounts may log in, use the Care Menu, engage in most communication activities with Residents, view data, and set rules. It is not necessary to have a user account in order to receive rule notifications, or to video chat with the Resident. The User Role assigned to a user's account determines the features and capabilities available to that user. |
Manage Distributors Screen
Who Can Create a User
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
- Group Admins - can create users with the role of Group Admin or below
- Account Admins - can create users with the role of Account Caregiver or below
- Is is a recommended best practice that each Account have only one Account Admin, so Accounts Admins are not allowed to create users with the role of Account Admin. See your Group Admin if this is necessary for an Account.
- Resident Admins - can create users with the role of Resident Admin or below
- This is rare. Typically Accounts have Account-level users rather than Resident-level users.
- This is rare. Typically Accounts have Account-level users rather than Resident-level users.
Creating a User
- Click the "Manage Users" button on the Dashboard.
- Click the "Actions" tab.
- Click the "Add a new User" button.
- Enter a name for the Distributor.
- This is a required field.
- Enter the remaining information.
- Note that the email address entered receives alert messages when system status for any account under the Distributor changes to "down" or "up".
- It's recommended to use an email address for an email distribution list as the Distributor email, rather than an email address for a single person.
- Click the "Save Distributor" button.
Distributor Management Operations
Distributors can be managed by users with the role of Distributor Admin for the Distributor, or an Admin user for the server. To manage a Distributor:
- Click the "Manage Distributors" button on the Dashboard.
- Click the Distributor you wish to manage.
- Click the appropriate tab:
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Info Tab - Click the Info tab to view general information about the Distributor, such as the contact information, and a log of Distributor activity. |
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Groups Tab - Click the Groups tab to see, and manage, the list of the Groups under the Distributor. |
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Systems Tab - Click the Systems tab to see, and manage, the list of the Systems under the Distributor. |
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Actions Tab - Click the Actions tab to access the controls for managing a Distributor. |
GC-01-OUM-0054 Rev A