Difference between revisions of "Users"

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* Click the "Actions" tab.
* Click the "Actions" tab.
* Click the "Add a new User" button.
* Click the "Add a new User" button.
* Enter a name for the Distributor.
* Enter the user's email, which will be used for logging in, and for receiving activation emails.
::This is a required field.
* Enter the user's first and last name.
* Enter the remaining information.
::These are required fields.
::Note that the email address entered receives alert messages when [[System Status|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.<br /><br />
* Click the "Save Distributor" button.<br /><br />



Revision as of 22:55, 25 November 2013

Groups
Users

Overview


Users 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.

Creating a User


  • Click the "Manage Users" button on the Dashboard.
  • Click the "Actions" tab.
  • Click the "Add a new User" button.
  • Enter the user's email, which will be used for logging in, and for receiving activation emails.
  • Enter the user's first and last name.
These are required fields.
  • 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:

InfoTab.png
Info Tab - Click the Info tab to view general information about the Distributor, such as the contact information, and a log of Distributor activity.
more...
GroupsTab.png
Groups Tab - Click the Groups tab to see, and manage, the list of the Groups under the Distributor.
more...
SystemsTab.png
Systems Tab - Click the Systems tab to see, and manage, the list of the Systems under the Distributor.
more...
ActionsTab.png
Actions Tab - Click the Actions tab to access the controls for managing a Distributor.
more...

PDF format

GC-01-OUM-0054 Rev A