Difference between revisions of "Group-Level Users"

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<tr><td valign="top">[[File:PeopleIcon.png|left|Users]]</td>
<tr><td valign="top">[[File:PeopleIcon.png|left|Users]]</td>
<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 />
===Overview===
<br />
Users at the Group level have been given access to a group of Accounts, for example all the Accounts in a multi-resident facility, or all the Accounts serviced by a single service partner. Users at the Group level will log in, and be taken immediately to the Dashboard screen, which shows a list of all the Accounts in the Group. There are 3 possible user roles at the Group Level: ''Group Admin'', ''Group Caregiver'', or ''Group Communicator''. The content on the screen will vary a little, depending on the user's role, as explained below.</td></tr>
Users at the Group level have been given access to a group of Accounts, for example all the Accounts in a multi-resident facility, or all the Accounts serviced by a single service partner. Users at the Group level will log in, and be taken immediately to the Dashboard screen, which shows a list of all the Accounts in the Group. There are 3 possible user roles at the Group Level: ''Group Admin'', ''Group Caregiver'', or ''Group Communicator''. The content on the screen will vary a little, depending on the user's role, as explained below.</td></tr>
</table><br />
</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;">Group Admin</h4>
====Group Admin====
A Group Admin user will have access to more features than the other two levels. A Group Admin:
A Group Admin user will have access to more features than the other two levels. A Group Admin:
* Can set up new [[Communities|Communities]], and manage Community communications
* Can set up new [[Communities|Communities]], and manage Community communications
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* Can receive alerts and notifications, if manually set up as a [[Caregivers|Caregiver/Contact]] for the appropriate Account.<br /><br />
* Can receive alerts and notifications, if manually set up as a [[Caregivers|Caregiver/Contact]] for the appropriate Account.<br /><br />
:Typically a Group Admin will set up an Account Admin for an account, who has the responsibility for setting up new users and caregivers.<br />
:Typically a Group Admin will set up an Account Admin for an account, who has the responsibility for setting up new users and caregivers.<br />
:[[File:GroupAdminDashboard.png|left|frame|What a Group Admin sees after logging in]]
:[[File:Group_Admin_Page.png|400px|thumb|left|frame|What a Group Admin sees after logging in]]
'''My Accounts'''<br />
 
 
'''Info'''<br />
This tab displays general information about the group, care note settings for the group, the distributor of the group, check in status of all of the accounts in the group, and the status of all the systems in the group (Up, down, off). <br /><br />
 
 
'''Accounts'''<br />
This tab displays a list of all the accounts in the group, and gives you the options to search to find accounts, and add new accounts to the group with the "Add Account" button. You can also access account features such as opening the care menu and loading the touchscreen emulation by clicking on any account on this page. <br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[View Accounts|View Accounts]]<br />
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[[Show Touchscreen|Show Touchscreen]]<br /><br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />


'''Notifications'''<br />
'''Systems'''<br />
This tab displays a list of all of the systems in the group, and gives you options to search to find systems. You can view information about the system, disable the system, view a log of the system, view any updates applied to the system, and see the associations a system has (Account, Group, Distributor) by clicking on any system from this page.<br /><br />
 
'''Users'''<br />
This tab displays a list of all of the users (group admins, group caregivers, account caregivers, etc) who have access to accounts in this group. You can search for users on this page, add a user, or resend an activation email to users who have never logged in. <br /><br />
 
'''Log'''<br />
This tab displays a log of all accounts that were created, deleted or added to the group. It will also show a log of communities that were created. <br /><br />
 
'''Alerts'''<br />
View Alerts<br />
View Alerts<br />
View Care Coordination Notes<br /><br />
View Care Coordination Notes<br /><br />
'''Management'''<br />
Manage My Info<br />
Manage Accounts<br />
[[Groups|Manage Groups]]<br />
[[Communities|Manage Communities]]<br />
Manage Systems<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;">Group Caregiver</h4>
====Group Caregiver====
A Group Caregiver can do everything a Group Admin can do, except for adding new users.  A Group Caregiver:
A Group Caregiver can do everything a Group Admin can do, except for adding new users.  A Group Caregiver:
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to Accounts in the Group  
* Has full access to all the [[Care Menu|Care Menu]] features for all Residents assigned to Accounts in the Group  
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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 care professionals in a Group. 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 care professionals in a Group. 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:GroupCaregiverDashboard.png|left|frame|What a Group Caregiver sees after logging in]]
:[[File:Group_Caregiver_Page.png|400px|thumb|left|frame|What a Group Caregiver sees after logging in]]
'''My Accounts'''<br />
'''Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[View Accounts|View Accounts]]<br />
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[[Show Touchscreen|Show Touchscreen]]<br /><br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />


'''Notifications'''<br />
'''Alerts'''<br />
View Alerts<br />
View Alerts<br />
View Care Coordination Notes<br /><br />
View Care Coordination Notes<br /><br />


'''Management'''<br />
'''Communities'''<br />
Manage My Info<br />
[[Communities|Manage Communities]]<br />
[[Communities|Manage Communities]]<br />
'''Groups'''<br />
View a list of all groups you have access to. <br /><br />
'''Message Center'''<br />
Send messages to Residents, Communities, or a mix of both. <br /><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;">Group Communicator</h4>
====Group Communicator====
A Group Communicator is the most limited user level for a Group. A Group Communicator:
A Group Communicator is the most limited user level for a Group. A Group Communicator:
* Has limited access to [[Care Menu|Care Menu]] features for all Residents assigned to Accounts in the Group
* Has limited access to [[Care Menu|Care Menu]] features for all Residents assigned to Accounts in the Group
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* Can add and remove [[Communities|Community social content]]
* Can add and remove [[Communities|Community social content]]
* Can receive alerts and notifications.<br /><br />
* Can receive alerts and notifications.<br /><br />
* 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]] for Accounts<br /><br />
* Cannot add or edit [[Loved Ones|Residents]] and [[Caregivers|Caregivers]] for Accounts<br /><br />
:This is the typical level for most volunteers or social/activity-oriented staff for an organization or facility.<br />
:This is the typical level for most volunteers or social/activity-oriented staff for an organization or facility.<br />
:[[File:GroupCommunicatorDashboard.png|left|frame|What an Account Communicator sees after logging in]]
:[[File:Group_Communicator_Page.png|400px|thumb|left|frame|What an Account Communicator sees after logging in]]
'''My Accounts'''<br />
'''Accounts'''<br />
[[Search Accounts|Search Accounts]]<br />
[[Search Accounts|Search Accounts]]<br />
[[View Accounts|View Accounts]]<br />
[[View Accounts|View Accounts]]<br />
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[[Show Touchscreen|Show Touchscreen]]<br /><br />
[[Show Touchscreen|Show Touchscreen]]<br /><br />


'''Management'''<br />
'''Communities'''<br />
Manage My Info<br />
[[Communities|Manage Communities]]<br />
[[Communities|Manage Communities]]
 
'''Message Center'''<br />
Send messages to Residents, Communities, or a mix of both. <br /><br />
 
</td></tr>
</td></tr>
</table>
</table>
<small>[[Media:GroupLevelUsers.pdf|PDF format]]</small><br />
<div style="text-align: right;"><small>GC-01-OUM-0041 Rev A</small></div>

Latest revision as of 20:23, 8 September 2017

Users

Overview


Users at the Group level have been given access to a group of Accounts, for example all the Accounts in a multi-resident facility, or all the Accounts serviced by a single service partner. Users at the Group level will log in, and be taken immediately to the Dashboard screen, which shows a list of all the Accounts in the Group. There are 3 possible user roles at the Group Level: Group Admin, Group Caregiver, or Group Communicator. The content on the screen will vary a little, depending on the user's role, as explained below.


User Levels

Group Admin

A Group Admin user will have access to more features than the other two levels. A Group Admin:

  • Can set up new Communities, and manage Community communications
  • Has full access to all the Care Menu features for all Residents assigned to Accounts in the Group
  • Can add and edit Residents and Caregivers on the Account
  • Can add new users for any Account in the Group
  • Can receive alerts and notifications, if manually set up as a Caregiver/Contact for the appropriate Account.

Typically a Group Admin will set up an Account Admin for an account, who has the responsibility for setting up new users and caregivers.
What a Group Admin sees after logging in


Info
This tab displays general information about the group, care note settings for the group, the distributor of the group, check in status of all of the accounts in the group, and the status of all the systems in the group (Up, down, off).


Accounts
This tab displays a list of all the accounts in the group, and gives you the options to search to find accounts, and add new accounts to the group with the "Add Account" button. You can also access account features such as opening the care menu and loading the touchscreen emulation by clicking on any account on this page.
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Systems
This tab displays a list of all of the systems in the group, and gives you options to search to find systems. You can view information about the system, disable the system, view a log of the system, view any updates applied to the system, and see the associations a system has (Account, Group, Distributor) by clicking on any system from this page.

Users
This tab displays a list of all of the users (group admins, group caregivers, account caregivers, etc) who have access to accounts in this group. You can search for users on this page, add a user, or resend an activation email to users who have never logged in.

Log
This tab displays a log of all accounts that were created, deleted or added to the group. It will also show a log of communities that were created.

Alerts
View Alerts
View Care Coordination Notes

Group Caregiver

A Group Caregiver can do everything a Group Admin can do, except for adding new users. A Group Caregiver:

This is the typical user level used for most care professionals in a Group. 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 a Group Caregiver sees after logging in

Accounts
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Alerts
View Alerts
View Care Coordination Notes

Communities
Manage Communities

Groups
View a list of all groups you have access to.

Message Center
Send messages to Residents, Communities, or a mix of both.

Group Communicator

A Group Communicator is the most limited user level for a Group. A Group Communicator:

This is the typical level for most volunteers or social/activity-oriented staff for an organization or facility.
What an Account Communicator sees after logging in

Accounts
Search Accounts
View Accounts
Open Care Menu
Show Touchscreen

Communities
Manage Communities

Message Center
Send messages to Residents, Communities, or a mix of both.