Video Instructions
Instructions
To access the User Management tool, click on the 'Apps' button and select 'User Management'. This will only show if your permissions give you access to this.
2. You will now see the User Interface with a list of all users who have access to the reporting portal. Click the blue ‘Add User’ button to add a user.
3. Fill in the following information about your user:
Full name
Email address
The role they will be assigned
The role you assign to your user will determine what reporting pages they can see and are restricted from seeing within their portal.
If the user requires data restrictions, you will need to apply presets in the following step.
Note: Be careful when entering the email address, once created it cannot be undone.
4. Turn on this setting if you would like the user to be assigned actions within the Action Register.
5. Once you have filled in all the required fields, click Add New to continue.
Now that you have created the user, you will be directed to their User Profile.
6. Once this user is created, you may need to apply presets, claims and action alerts for each survey programme the user will have access to. This can be done through the cog button, found to the right of your listed surveys.
Presets: You must assign presets to users who need restricted access to reporting data. The user will be able to see ALL data until you assign presets. To find out how to do this, follow the instructions here.
Claims: Claims are relevant to PROM programmes and programmes that use Smart Capture and Clinicians/Individual Patient View. Claims enable a user to access data for individual patient responses within Smart Capture and Clinicians/Individual Patient View. To find out how to do this, follow the instructions here.
Action alerts: Action alerts can be assigned to staff so that when an alert is triggered for their patient, this will send the allocated staff member an automatic email. For more information click here.
7. Now that you have applied all necessary presets, toggle the surveys you wish to grant this user access to.
8. Once you are satisfied, select the paper plane button to invite the user to log in. This will send the user an email invitation to create their password and log in.
Now that you have created your user, you will be directed to their User Profile. For an overview of the different elements on this page, click here.