Adding or Editing an Admin User

The Users tab in the Setting page allows you to view current Admin Users. You can also Add, Edit or Deactivate Admin Users from this tab.

Navigate to the Settings tab on the left.  It will open the Users tab by default.

The default view on this tab is to show Active admin users.  You can toggle between the different statuses by selecting your view at the top of the page.

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How to create a new Admin User?

1. Click + New User. 

2. In the modal that appears, fill out the User's information:

-Name: Name of Admin User

-Role(s): Which permission status should they have in the panel

• Admin RN
• Coordinator
• Coordinator (limited)
• Manager
• RN
• RN (limited)
• Viewer

-Email: Their email address they will use to access the Admin panel

-Access Level: 

• Global - will have access to all 
• Discipline - access only to a specific discipline
• Location - access only to a specific location
• Access Group - access based on a custom combination of Locations or Disciplines.

3. Click Save to activate the Admin User.

 

To see the actions that are available to take on an individual Admin User, hover over the user's row and click the 3 dots that appear on the right side.

A menu will appear with 4 possible actions:

-Deactivate: this will deactivate the user's account.  They will automatically appear under Inactive.

-Admin login: allows a CS user to log in as the Admin user to see their view.

-Edit: will open the modal to revise any of the user's settings

-Reset Password: provides the options of either 1. Sending an email for the user to reset their own password or 2. setting a new password for the user.