Creating Users for Providers/Services Setup

Directories of Services:

Click on Users menu option:

You will see a list of existing users.

To create a new user click on “Add an Existing User”, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Then click on the “Allow Access” button. You will then need to assign the user to a Group:

Click on the “Change” button and then tick the Group(s) you want to assign the user to:

Then click “Save”. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.

You then need to assign the User to your Organisation. Click on Organisations on the menu. You will then see Organisations that you have access to as a system administrator:

Click on the name of the Organisation:

Then click on “Manage users”. You will see a list of existing users that have been assigned to the Organisation:

Click on “Add an Existing User” to assign the user, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Click on “Allow access”:

Click on the “Change” button to assign the user to the Group(s):

Click on the Save button. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.

Service Custodian

Click on Users on the menu:

You will see a list of existing users.

To create a new user click on “Add an Existing User”, you will be prompted to type in the email address of the user:

Click Search, if the user exists their details will be displayed:

Then click on the “Allow Access” button. You will then need to assign the user to a Group:

Click on the “Change” button and then tick the Group(s) you want to assign the user to:

Then click “Save”. The user will then show as being assigned to the Group(s):

At any time you can change the Group(s) the user is assigned to by clicking on the “Change” button.