This guide is for users with Admin permissions only. If you are a Healthcare Provider or Care Coordinator, but not an Admin, you will not be able to complete these steps.
Step 1
From the home screen, click “User Management” in the left sidebar.
Step 2
Click the “Invite” tab in the top navbar.
Step 3
Enter the email addresses of the users you wish to invite. To complete email address, enter a comma, the space bar, or the Enter key on the keyboard, and you can then enter another. You can delete email addresses by clicking the x.
Step 4
Check the boxes beside the roles to be granted to each user you entered above.
Healthcare Providers have the ability to create plans of care or download blank plans of care.
Administrators can invite other users, set permissions, and reset passwords.
Managers have the ability to assign plans of care to a Care Coordinator.
Care Coordinators have the ability to view plans of care.
Step 5
When you have at least one email entered and the correct roles selected, the “Send Invites” button will turn magenta, indicating your invites can be sent.
Click Send Invites, and the system will generate emails to the invited users with a link to create their accounts.