Add a User

The Add a User feature allows you to create new user accounts and assign them the appropriate access within the system. When adding a user, you’ll enter key information such as their name, email address, and job role, along with any permissions they need. You can also assign them to the correct departments, locations, or functional areas so they receive the right notifications and have access to the modules relevant to their responsibilities.

Follow the steps below to create a new User:

1. Navigate to the Admin. The My Organisation page will appear.
2. Hover over the Add icon and select Add User from the Actions Menu.

3. Click Select Location, then pick the desired location from the list.
   • Note: The location chosen for the form does not determine the location(s) a user can be assigned to. 
4. Click Add Selected.

5. Choose the desired Template from the list. 

6. In Login Email, enter the user’s primary email. 
7. Enter First Name, Middle Name (optional), and Last Name.

8. In the Notification Email field, enter the address where system emails should be sent (can be the same as the login email).
9. Enter DOB (date of birth) using the date picker.
10. Enter Phone Number, if desired.

11. Enter the SSN if your organization collects it. 
12. Provide the Street Address, City, State, and ZIP Code. 
13. Select the appropriate Time Zone from the dropdown list. 
14. Add the Emergency Contact Name and Emergency Contact Number, if required. 
15. Choose the user’s Gender (Male, Female, or Other). 
16. Complete any custom text or number fields (such as Test Multiple Times, AREMEY, or Number Field One). 
17. Check any relevant checkboxes (e.g., rambo 3) if applicable. 
18. Enter any additional dates (such as B DATY) using the date picker.

19. Review and complete any informational or regulatory fields shown (such as PHI involvement text or related dropdowns).

20. Under Locations and Roles, click Add Location, choose the user’s location(s), assign the appropriate role, access type, and save.
    • Note: 
      • If no default location is selected, the system will automatically set the first location added to the user's profile as the default. This can be changed by editing the user.
      • You can review the User Roles and Permissions article and follow the instructions to learn more about user roles.
21. Under Employee Information, enter the Employee Number, Date of Hire, Termination Date (if applicable), and Job Title.

22. Check Provider to open extra fields.

23. Enter Job Code, select Job Type, Department, and Employment Type.

24. Set License Status, Background Check Status with Check Date, and Exclusions Database status with Check Date.

25. In the Manager section, click Add Manager and select the appropriate manager for this user.

26. In Direct Reports, click Add Direct Report to assign any employees who report to this user.

27. Scroll back through the form and confirm all required fields (marked with an asterisk *) are complete.

28. When finished, click Save to create the new user account. Once saved, the user will appear in your user list and receive a welcome email to access the system.

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