Difference between revisions of "Obsolete Users - Old"

Revision as of 20:55, 31 May 2013

Overview

Before people can start to use the Resident’s system, to add pictures or messages, have Video Chats, or to see activity and receive alerts, they need to be set up.

People need to be set up as Users on the Online Care Portal, so that they can Login.
They need to be set up as Caregivers in order to receive alerts and to use the letters, messages, and Care Coordination Notes features.
They need to be set up as Phone People in order to have Video Chats with the Resident, and to appear in the Known Callers List for the Caller ID feature.

Users

In order to log in to the Online Care Portal, to use the remote Caregiver features of the Resident's system you need a User Account. Your installer should have set up at least one user for you, and assigned that person to be the Primary User or Administrator for the account. This User has sufficient security permissions to add additional Users.

To add users to the Online Care Portal:

Log in to the Online Care Portal
Click the "Manage Users" button
Select the "Actions" tab
Click the "Add a New User" button

User Roles

Choose the proper Role for the New User. Descriptions of each role are included on the New User screen for your convenience. Only those Roles at or below the level of the User doing the data entry will be available.

Please see User Roles for additional information on each available role.

Activating the User Account

At the time that you save a New User, that person will receive an email with instructions on how to activate their account, set up a password, and login.

For additional help with logging in, see the Logging In Help Page.

Caregivers

Users and Caregivers are often one and the same, but not always, and they are set up separately. The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the door opens in the middle of the night, or a text if medications haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send Messages or Letters on the system.

Adding Caregivers is explained on the Caregivers Help Page.

Known Callers

The last step is to add people to the Known Callers list. The list is used by the system in two ways. First, it is the list of people who are allowed to have video chats with the Resident. As a security feature, the system will not accept video calls from unknown callers. Second, the list of Known Callers is used on systems that have implemented Caller ID.

Adding Known Callers is explained on the Phone People Help Page.

Setting Up Users and Caregivers - Step-by-Step Video

<mediaplayer>File:UsersAndCaregivers.mp4</mediaplayer> (May take a few moments to load before starting)

pdf format (Media:AddingUsers.pdf)

00-01-OUM-0015 Rev C

@@ Line 1: / Line 1: @@
 [[File:Caregiver.png|right|Caregiver]]
 <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>
-Before people can start to use your loved one’s system, to add photos or messages, to have video chats, or to see activity and receive alerts, they need to be set up. There are a few steps to the setup.
+Before people can start to use the Resident’s system, to add [[Adding Pictures|pictures]] or [[messages]], have [[video Chat|Video Chats]], or to see activity and receive alerts, they need to be set up.
-* People need to be set up as ''users'' on the Online Care Portal, so that they can login.
+:*People need to be set up as [[User Roles|Users]] on the [[Online Care Portal]], so that they can [[Logging In|Login]].
-* They need to be set up as ''Caregivers'' in order to receive alerts and to use the letters, messages, and care coordination notes features.
+:*They need to be set up as [[Caregivers]] in order to receive alerts and to use the [[letters]], [[messages]], and [[Care Coordination Notes]] features.
-* They need to be set up as ''Phone People'' in order to have video chats with your loved one, and to appear in the Known Callers list for the Caller ID feature and Video Chatting.<br /><br />
+:*They need to be set up as  Phone People in order to have [[video Chat|Video Chats]] with the Resident, and to appear in the [[Caller ID|Known Callers List]] for the [[Caller ID]] feature.<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;">Users</h3>
-In order to log in to the Online Care Portal, to use the remote Caregiver features of your loved one's system you need a user account.  Your installer should have set up at least one user for you, and assigned that person to be the Primary User or Administrator for the account.  This user has sufficient security permissions to add additional users.<br /><br />
+In order to log in to the [[Online Care Portal]], to use the remote Caregiver features of the Resident's system you need a User Account.  Your installer should have set up at least one user for you, and assigned that person to be the Primary User or Administrator for the account. This User has sufficient security permissions to add additional Users.<br /><br />
-To add users to the Online Care Portal, the Account Administrator should:
+:'''<big>To add users to the Online Care Portal:</big>'''
-* [[Logging In|Log in to the Online Care Portal]]
+::*[[Logging In|Log in to the Online Care Portal]]
-* Click the "Manage Users" button
+::*Click the "Manage Users" button
-* Click the "Actions" tab
+::*Select the "Actions" tab
-* Click the "Add a New User" button<br /><br />
+::*Click the "Add a New User" button<br /><br />
-'''User Role'''<br />
+:'''<big>User Roles</big>'''<br />
-Choose the proper role for the new user. Descriptions of each role are included on the New User screen for your convenience. Only those roles at or below the level of the user doing the data entry will be available. The roles are:
+::Choose the proper [[User Roles|Role]] for the New User. Descriptions of each role are included on the New User screen for your convenience. Only those [[User Roles|Roles]] at or below the level of the User doing the data entry will be available.
-* '''''Administrator''''' - has full access to all functions to all features on the server.
-* '''''Distributor Admin''''' - can manage all Systems supplied by the assigned Distributor, and has full visibility of all Accounts assigned to the Distributor. Can also add new Groups, Users, and Accounts.
-* '''''Group Admin''''' - can manage all Systems and Accounts in the Group. Can add, edit, and delete Accounts, Users, Caregivers, and Residents in the Group.
-* '''''Account Admin''''' - has full access to the Caregiver Menu for the Account and for all Residents on the Account. Can also add and edit Residents and Caregivers on the Account. Equivalent to the "Primary Como User" in previous versions of the Online Care Portal.
-* '''''Resident Admin''''' - (rarely used) has full access the Caregiver Menu for the Resident. Can also add other Resident Caregivers and Communicators for the Resident.
-* '''''Group Caregiver''''' - can view (but not edit) all Accounts in the Group. Has full access to the Caregiver Menu for all Accounts in the Group.
-* '''''Account Caregiver''''' - has full access to the Caregiver Menu for the Account and for all Residents on the Account.
-* '''''Resident Caregiver''''' - (rarely used) has full access to the Caregiver Menu for a Resident on a particular Account.
-* '''''Group Communicator''''' - can edit the community features of a group and can add messages, pictures, emails, etc. for all Accounts in the Group, but cannot access any health data, ADL data, or care notes.
-* '''''Account Communicator''''' - can add messages, pictures, emails, etc. for the Account, but cannot access any health data, ADL data, or care notes.
-* '''''Resident Communicator''''' - (rarely used) can add messages, pictures, emails, etc. for the Resident, but cannot access any health data, ADL data, or care notes.<br /><br />
-'''Activating the User Account'''<br />
+:::*Please see <u>[[User Roles]]</u> for additional information on each available role.<br /><br />
-At the time that you save a new user, that person will receive an email with instructions on how to activate their account, set up a password, and login. For additional help with logging in, see the [[Logging In|Logging In Help Page]].<br /><br />
+:'''<big>Activating the User Account</big>'''<br />
+::At the time that you save a New User, that person will receive an email with instructions on how to [[Logging In|activate their account, set up a password, and login]].<br />
+:::*For additional help with logging in, see the <u>[[Logging In|Logging In Help Page]]</u>.<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;">Caregivers</h3>
-Users and Caregivers are often one and the same, but not always, and they are set up separately.  The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the door opens in the middle of the night, or a text if medications haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send messages or letters on the system. Adding Caregivers is explained on the [[Caregivers|Caregivers Help Page]].<br /><br />
+Users and Caregivers are often one and the same, but not always, and they are set up separately.  The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the [[Door Sensors|door opens in the middle of the night]], or a text if [[Medications|medications]] haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send [[Messages]] or [[Letters]] on the system.<br />
+:*Adding Caregivers is explained on the <u>[[Caregivers|Caregivers Help Page]]</u>.<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;">Known Callers</h3>
-The last step is to add people to the Known Callers list. The list is used by the system in two ways. First, it is the list of people who are allowed to have [[Video Chat|video chats]] with your loved one. As a security feature, the system will not accept video calls from unknown callers. Second, the list of known callers is used on systems that have implemented the [[Caller ID|Caller ID]] features of the system. Adding Known Callers is explained on the [[Phone People|Phone People Help Page]].<br /><br />
+The last step is to add people to the Known Callers list. The list is used by the system in two ways. First, it is the list of people who are allowed to have [[Video Chat|video chats]] with the Resident. As a security feature, the system will not accept video calls from unknown callers. Second, the list of Known Callers is used on systems that have implemented [[Caller ID|Caller ID]].<br />
+:*Adding Known Callers is explained on the <u>[[Phone People|Phone People Help Page]]</u>.<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;">Setting Up Users and Caregivers - Step-by-Step Video</h3>