Users with admin permissions can access and edit the users list in the user panel, to onboard new users, assign roles to users and review and assign external users to their company.

This user panel can be found by access the admin panel via the settings button on the top right of any page.

If you don’t see this settings button you don’t have admin permissions. Please contact an admin for support!

From the admin menu simply select users to access the dedicated users page.

The main users page shows a table of all existing users. To onboard a new user please click on the Add User button highlighted below to launch the modal.

First - Provide a first name for the user.

Last - Provide a last/surname for the user.

Email - Add the current email for the user (one they have access too as they will be emailed the invite).

Role - Select the appropriate role for this user from the drop down (refer to this roles article for more info).

You can choose to set a first password for this user. If used, upon initial login the new user will be forced to create a new password!

Only share passwords in a secure way, directly with the user!

Each user (other than admins) can independently be given the ability to Add & Edit cases via a toggle switch on the user panel. This allows you to very clearly define the permission of each user, first via the role you assign them and then by providing or preventing the ability to Add & Edit cases.

Select the user from the user table and click on the Add/Edit Cases toggle to activate or deactivate this capability.

We suggest providing reduced permissions to new users as you can increase them easily at any time.

Don’t forget to save changes before exiting the user page otherwise all changes will be lost!

If you wish to add a user to a group, click on the Manage Groups input button to launch the Groups panel and complete the steps to add a user to an existing group or go ahead and create a new group.

When a user is successfully added to a group the group name will appear in the table next to the user.

You may want to add personal addresses to each sales rep that can then be used as an alternate delivery address when those users create a new case.

These addresses are only visible to the users who they have been added to. Alternatively you can add additional delivery addresses to a hospital that all users can see and select from.

Click on the Edit within the Delivery Addresses input on the info panel for the user to activate the Add delivery address modal.

Address - Provide a street address for this delivery (Building names, and unit numbers are added later)

The system uses Google maps to validate your address - please choose from the dropdown list to select a valid street address.

Apartment - Add in any apartment information related to the address.

Building name - Add in any required building name related to the address.

Neighbourhood - Add in any additional neighbourhood info.

Department - Add in any required department related to the address.

Attention to - Provide a name that will be used related to this delivery address.

Phone - Provide a relevant contact number for this delivery address.

For every new delivery address you will need provide a suitable Label (name) for it. Please pick a name that provides some context as it will be one of the primary pieces of information that the user uses to make the appropriate selection.

Label - Add the suitable label (name) for this address.

Click on the Add button to add this new address into the address list below.

Use the checkbox next to the address that you wish to be the default delivery address for this user. If selected as default it will be the first address that the user sees (after the default hospital address) when they create a case.

Click to submit the new address and Save Changes on the info panel for the user to save changes.

Make sure you save changes to the user otherwise all new delivery address data will be lost.