Difference between revisions of "Users - Getting Started"

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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;">Users and Phone People</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;">Users and Phone People</h3><br />
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.<br /><br />
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.
 
:*In order to [[Logging In|log in]] to the [[Online Care Portal]], and to use the remote [[Care Menu|Caregiver features]] of the Resident's system, a person must have a User Account. The system installer should have set up at least one user for the system, and assigned that person to be the [[User Roles and Privileges|Account Admin]]. This User has sufficient security permissions to add additional Users. (See instructions for <u>[[Users|adding new users]]</u>.)<br /><br />
:*In order to [[Logging In|log in]] to the [[Online Care Portal]], and to use the remote [[Care Menu|Caregiver features]] of the Resident's system, a person must have a User Account. The system installer should have set up at least one user for the system, and assigned that person to be the [[User Roles and Privileges|Account Admin]]. This User has sufficient security permissions to add additional Users. (See instructions for <u>[[Users|adding new users]]</u>.)<br /><br />
:*In order to [[video Chat|Video Chat]] with the Resident, and to appear in the [[Caller ID|Known Callers List]] for the [[Caller ID]] feature, a person must be set up as a [[Phone People|Phone Person]]. (See instructions for <u>[[Phone People|adding Phone People]]</u>.)<br /><br />
:*In order to [[video Chat|Video Chat]] with the Resident, and to appear in the [[Caller ID|Known Callers List]] for the [[Caller ID]] feature, a person must be set up as a [[Phone People|Phone Person]]. (See instructions for <u>[[Phone People|adding Phone People]]</u>.)<br /><br />

Revision as of 19:47, 27 November 2013

Users - Getting Started

Overview


Anyone who is going to log in to monitor activity, upload pictures, update settings, or interact socially with the Resident must be set up as a User. Anyone who is going to make or receive Video Chat calls with the Resident, or who should be identified in Caller ID history logs, must be set up as a Phone Person. Anyone who is going to receive alerts or send letters to the Resident must be set up as a Caregiver/Contact.


Users and Phone People


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.

Caregivers

Users and Caregivers are often one and the same. 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. When a User is created, that person is automatically set up as a Caregiver at the same time. Occasionally a person will receive rule alerts, but not be permitted to log in to the Care Portal. In that rare case, a person is only set up as a Caregiver. (See the instructions for adding Caregivers.)

Adding Users


Users are added in the Online Care Portal by users at the Account Admin, Group Admin or Distributor Admin user level. Once added, for your convenience they are automatically synched to the Caregivers/Contacts section of the Care Menu. The user role assigned to the user determines how many features of the system that user has access to.

PDF format

GC-01-OUM-0015 Rev D