ConnectCare users who have a set 'User Admin' role for a facility, can view and manage users for that facility. Below are the steps to managing users in ConnectCare.


Click on 'User Admin' in the left navigation. If you do not see this module in the left navigation, it is because you are not currently set as a 'User Admin' for any facility. If you believe this is an error, please email Support: connectcareims_support@steris.com.




Once you are on the 'Users' grid view, you can:

  • Search for a User by first name, last name, or email address
  • Sort and filter
  • View or edit an existing user
  • Add a new user


Need help? Email us at connectcareims_support@steris.com.




How to view or edit an Existing User

Below are the steps to view or edit an existing user:


1. Click on the USER ADMIN module in the left navigation.

2. Once on the 'Users' grid view, to view or edit a user, click on a name. 




3. The system opens the user's record. Once on the user's details page:

  • Under "User" you can edit the first name and last name. Note: A User's email address is not editable.
  • Under "Facilities" you can select facilities to add to the User.
  • Click the SAVE button.



  • To set a User as an Admin, switch the 'CUSTOMER ADMIN' toggle to 'on' as shown below. This will give the User the ability to manage users for that facility. 
  • To delete a facility from a user, click on the trash can icon. Note: A user must have at least ONE facility to have access to ConnectCare.




Need help? Email us at connectcareims_support@steris.com.




How to add a User

Below are the steps to add a user in ConnectCare:


1. Click on the USER ADMIN module in the left navigation.

2. Once on the 'Users' grid view, click the 'ADD USER' button.




3. Once on the new user form, enter First name, Last name, and Email address. Select all the facilities that apply. Click the 'SAVE' button.



4. If the User you've added is new to ConnectCare, they will receive a 'Welcome to ConnectCare' email from noreply@steris.com with instructions on logging in.

 


Need help? Email us at connectcareims_support@steris.com.