Difference between revisions of "Users"

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::It is a recommended best practice that each user have only one role assigned.
::It is a recommended best practice that each user have only one role assigned.
* Click the "Save User" button.<br /><br />
* Click the "Save User" button.<br /><br />
The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email.<br /><br />
The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)<br /><br />
 
* Click the "Save Distributor" button.<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;">Distributor Management Operations</h3><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;">Distributor Management Operations</h3><br />

Revision as of 23:00, 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.
  • Enter the remaining information.
  • It is a good idea to upload a picture of the user, which will be displayed with communications received by the Resident.
  • Choose the role for the user
Definitions of each role are available just below the role selection.
It is a recommended best practice that each user have only one role assigned.
  • Click the "Save User" button.

The user's account will not become active until it is activated. When you save the new user, an email is sent to that person with an activation link, which will prompt the user to create a password for his or her login. The activation link must be clicked before it expires. In the event that the link expires, the user can follow the instructions for lost password, to receive a new activation email, or an admin can send a new activation email. (See User Actions below.)

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