Company Admins and Location Managers can modify their user list.
They can add users to the locations they are associated with, as well as modify their roles.
Go to the Manage dropdown on the side panel and access the Users section:
next-web.patientprism.com/manage/users
Then, click ‘Create’ in the top right of your screen:
User Details
Full Name – The name that will be displayed on the user's account. It is also the name that is in our “answered by” dropdown that we use to assign the call to a user (if the user is a call handler).
Email – The email address that the user will use to log in to the system and will also be the email we send alerts to (if alerts are set up for the user to be sent via email).
Phone number (optional) – The number that we will use to send alerts to (if alerts are set up for the user to be sent via SMS).
Timezone – The timezone the user is in. This allows reports to be filtered by their time zone.
Click Assign Companies using the button on the right.
You should then see a screen like this one:
Click + Assign A Company in the middle of that box
You should then see a screen like this one:
Company – The company you would like to assign them to.
Role – The access level you would like the user to have (User Roles Explained).
Locations – The locations you would like the user to be assigned to.
All Locations – If this is checked, the user will be assigned to all locations associated with the company, and anytime a new location is added, they will be automatically assigned to it.
Click Add Company using the button on the right.
You should then see a screen like this one:
You can now either assign another company or create the user.
Clicking Create User will send an invite email allowing them to create a password.
If any issues occur setting a password, please use this guide to assist:
Reset Password Article