User accounts provide access to the administering organisation’s system and are divided into two types. The first type consists of users at the administering organisation, who are responsible for managing the system and providing support. The second type includes organisation staff, whose permissions are determined by their assigned role within their organisation.
Adding a new user
System administrators can add new users by clicking “Add User” from within the organisation list and completing the required details, including the user’s name, email address, active status, and assigned role.
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Standard users assigned the “Manager” role can request new users by submitting their details. This request creates a new user in a pending status, requiring approval from a system administrator before activation.
Active status
A user’s active status determines whether they can log in to the system. If a user is marked as inactive, they will be unable to access their account. Only system administrators have permission to activate and deactivate users.
The user will receive an email invitation prompting them to join the system. This email will contain instructions on how to set up their account and log in.
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User role
The administering user must select the appropriate user role to ensure the system correctly determines how the user operates within it. This role assignment defines the user’s permissions and access levels.
Standard user
Standard Users can send and receive referrals on behalf of the organisation(s) where they are assigned as staff. Their permissions are determined by the role assigned to them within their organisation.
The role of a Standard User is to use the system to serve clients, primarily by managing referrals and accessing relevant client information as permitted by their assigned role within the organisation.
Subsequent additional permissions are dependant on the staff member’s role at their assigned organisations.
Administrator
The Administrator inherits all the permissions of a Standard User and has the additional ability to act on behalf of all organisations to manage referrals, organisation settings, and staff. They can also configure system settings.
The role of an Administrator is to provide support for Standard Users, ensuring they can effectively use the system to manage referrals and serve clients.
Owner
The System Owner inherits all the permissions of a System Administrator, with the additional ability to manage system administrators.