Difference between revisions of "Users - Getting Started"

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<tr><td valign="top">[[File:PeopleIcon.png|left|Users - Getting Started]]</td>
<tr><td valign="top">[[File:PeopleIcon.png|left|Users - Getting Started]]</td>
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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;">Overview</h3><br />
===Overview===
Any user who is going to make or receive [Video Chat|Video Chat]] calls with the resident, or who should be identified in [[Caller ID|Caller ID]] history logs must be set up as [[Phone People|Phone People]]. Any user who is going to receive alerts or send letters to the Resident must be set up as a [[Caregivers|Caregiver/Contact]]. Any user 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.</td></tr>
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* 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 [[Users|User]].  
* Anyone who is going to receive alerts or send letters to the Resident must be set up as a [[Caregivers|Caregiver/Contact]].</td></tr>
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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;">Adding Users</h3><br />
===Users===
Users are added in the [[Online Care Portal|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 Roles|user role]] assigned to the user determines how many features of the system that user has access to.
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:* [[Adding Users|Adding Users, Caregivers and Phone People]]
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. Users are added in the [[Online Care Portal|Online Care Portal]] by users at the Account Admin, Group Admin or Distributor Admin user level. Once added as users, for your convenience they are automatically added as [[Caregivers|Caregivers/Contacts]] in the People module of the [[Care Menu|Care Menu]]. The [[User Roles and Privileges|user role]] assigned to the user determines how many features of the system that user has access to. 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 [[Users|adding new users]].)<br /><br />
:* [[User Roles|User Roles]]
 
<!--===Phone People===
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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 [[Phone People|adding Phone People]].)<br /><br />-->
 
===Caregivers/Contacts===
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 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. When a [[Users|User]] is created, in most cases that person is set up as a [[Caregivers|Caregiver]] at the same time, automatically. In addition, users at the Admin, Distributor Admin, and Group Admin level are ''not'' automatically set up as Caregivers, and must be set up manually on every account for which they are to receive alerts.<br /><br />
 
<!--<small>[[Media:Users-GettingStarted.pdf|PDF format]]</small><br />-->

Latest revision as of 20:57, 18 September 2017

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 receive alerts or send letters to the Resident must be set up as a Caregiver/Contact.


Users


In order to log in to the Online Care Portal, and to use the remote Caregiver features of the Resident's system, a person must have a User Account. Users are added in the Online Care Portal by users at the Account Admin, Group Admin or Distributor Admin user level. Once added as users, for your convenience they are automatically added as Caregivers/Contacts in the People module of the Care Menu. The user role assigned to the user determines how many features of the system that user has access to. The system installer should have set up at least one user for the system, and assigned that person to be the Account Admin. This User has sufficient security permissions to add additional Users. (See instructions for adding new users.)


Caregivers/Contacts

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, in most cases that person is set up as a Caregiver at the same time, automatically. In addition, users at the Admin, Distributor Admin, and Group Admin level are not automatically set up as Caregivers, and must be set up manually on every account for which they are to receive alerts.