Difference between revisions of "Account-Level Users"

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<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;"><br />Overview</h3>
__NOTOC__
Users at the account level have been given access to a single account, for example the account of their parents or grandparents, or to a few selected accounts. Users at the Account level will log in, and be taken immediately to the Dashboard screen. There are 3 possible user roles at the Account Level: ''Account Admin'', ''Account Caregiver'', or ''Account Communicator''. The content on the screen will vary a little, depending on the user's role, as explained below.<br /><br />
<table>
<tr><td valign="top">[[File:PeopleIcon.png|left|Users - Getting Started]]</td>
<td>
Users at the account level have been given access to a single account, for example the account of their parents or grandparents, or to a few selected accounts. Users at the Account level will log in, and be taken immediately to the Dashboard screen. There are 3 possible user roles at the Account Level: ''Account Admin'', ''Account Caregiver'', or ''Account Communicator''. The content on the screen will vary a little, depending on the user's role, as explained below.</td></tr>
</table><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;">User Levels</h3>
===User Levels===
<table>
<table>
<tr><td>
<tr><td>
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Admin</h4>
====Account Admin====
An Account Admin user will have access to more features than the other two levels. An Account Admin:
An Account Admin user will have access to more features than the other two levels. An Account Admin:
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
* Can add and edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account
* Can add and edit [[LovedOnes|Residents]] and [[Caregivers|Caregivers]] on the Account
* Can [[Adding Users, Caregivers and Known Callers|add new users]] for the Account
* Can [[Users - Getting Started|add new users]] for the Account<br /><br />
* Can receive alerts and notifications.<br /><br />
:Typically there is one Account Admin for an account, who has the responsibility for setting up new users and caregivers, and determining which users have which roles on the system.<br />
:Typically there is one Account Admin for an account, who has the responsibility for setting up new users and caregivers, and determining which users have which roles on the system. The Account Admin is equivalent to the "Primary Como User" in previous GCManage versions.<br />
:[[File:Account_Admin.png|400px|thumb|left|frame|What an Account Admin sees after logging in]]
:[[File:AccountAdminDashboard.png|left|frame|What an Account Admin sees after logging in]]
'''My Accounts'''<br />
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
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Manage My Info<br />
Manage My Info<br />
Manage Accounts<br />
Manage Accounts<br />
Manage Users<br />
[[Users|Manage Users]]<br />
</td></tr>
</td></tr>


<tr><td>
<tr><td>
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Caregiver</h4>
====Account Caregiver====
An Account Caregiver can do everything an Account Admin can do, except for adding new users.  An Account Caregiver:
An Account Caregiver can do everything an Account Admin can do, except for adding new users.  An Account Caregiver:
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
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* Can receive alerts and notifications.<br /><br />
* Can receive alerts and notifications.<br /><br />
:This is the typical user level used for most of the adult children or home health care professionals. This level user can view motion and door sensors, view health readings and Care Coordination Notes, edit rules, and use all the social features of the system.  
:This is the typical user level used for most of the adult children or home health care professionals. This level user can view motion and door sensors, view health readings and Care Coordination Notes, edit rules, and use all the social features of the system.  
:[[File:AccountCaregiverDashboard.png|left|frame|What an Account Caregiver sees after logging in]]
:[[File:AccountCaregiverDashboard.png||500px|thumb|left|frame|What an Account Caregiver sees after logging in]]
'''My Accounts'''<br />
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
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<tr><td>
<tr><td>
<h4 style="display: inline-block; background:#ffffff; font-weight:bold; font-style:italic; border-bottom:1px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Account Communicator</h4>
====Account Communicator====
An Account Communicator is the most limited user level. An Account Communicator:
An Account Communicator is the most limited user level. An Account Communicator:
* Has limited access to [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
* Has limited access to [[Care Menu|Care Menu]] features for all Residents assigned to the Account  
* Can add [[Messages|messages]], [[Adding Pictures|pictures]], [[Letters|emails]], etc. for all the Residents assigned to the Account
* Can add [[Messages|messages]], [[Adding Photos|pictures]], [[Letters|emails]], etc. for all the Residents assigned to the Account
* Can receive alerts and notifications
* Can receive alerts and notifications
* Cannot access any health data, activity data, rules, or [[Care Coordination Notes|Care Coordination Notes]]
* Cannot access any health data, activity data, rules, or [[Care Notes|Care Coordination Notes]]
* Cannot add or edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account.<br /><br />
* Cannot add or edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] on the Account.<br /><br />
:This is the typical level for most grandchildren or acquaintances of the Account Residents.<br />
:This is the typical level for grandchildren or neighbors of the resident.<br />
:[[File:AccountCommunicatorDashboard.png|left|frame|What an Account Communicator sees after logging in]]
'''My Accounts'''<br />
'''My Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
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<small>pdf format ([[Media:Account-LevelUsers.pdf]])</small><br />

Latest revision as of 15:30, 17 August 2017

Users - Getting Started
Users at the account level have been given access to a single account, for example the account of their parents or grandparents, or to a few selected accounts. Users at the Account level will log in, and be taken immediately to the Dashboard screen. There are 3 possible user roles at the Account Level: Account Admin, Account Caregiver, or Account Communicator. The content on the screen will vary a little, depending on the user's role, as explained below.


User Levels

Account Admin

An Account Admin user will have access to more features than the other two levels. An Account Admin:

Typically there is one Account Admin for an account, who has the responsibility for setting up new users and caregivers, and determining which users have which roles on the system.
What an Account Admin sees after logging in

My Accounts
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Notifications
View Alerts
View Care Coordination Notes

Management
Manage My Info
Manage Accounts
Manage Users

Account Caregiver

An Account Caregiver can do everything an Account Admin can do, except for adding new users. An Account Caregiver:

  • Has full access to all the Care Menu features for all Residents assigned to the Account
  • Can add and edit Residents and Caregivers on the Account
  • Can receive alerts and notifications.

This is the typical user level used for most of the adult children or home health care professionals. This level user can view motion and door sensors, view health readings and Care Coordination Notes, edit rules, and use all the social features of the system.
What an Account Caregiver sees after logging in

My Accounts
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Notifications
View Alerts
View Care Coordination Notes

Management
Manage My Info

Account Communicator

An Account Communicator is the most limited user level. An Account Communicator:

This is the typical level for grandchildren or neighbors of the resident.

My Accounts
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Management
Manage My Info