Manage Account Screen (Users tab)

A list of all users in the selected facility(s) displays when you select the Users tab. This screen allows you to view information about each user and it also allows you to change information. To access the Users tab, perform the following steps. 

Steps

 

Step 1. Click on the Welcome link. A drop-down menu displays. 

 

 

Figure. Dashboard screen

 

Step 2. Select the Manage Account menu option. The Manage Account screen displays. 

 

Step 3. Select the Users tab. Information about all the users in the ConnectCare service portal displays for the selected facility(s). The contents are described in the table below. 

 

 

Figure. Manage Account screen (Users tab)

 

 

Table. Information in the Manage Account screen (Users tab)

 

ITEM

DESCRIPTION

BUTTONS

Change Log

Allows you to open the User Log screen. In this screen you can view changes made to users and who made each change. An illustration of the User Log screen is located below this table.

Add User

Click on this button to begin the process of adding a new user. Refer to the help topic titled “Adding a New User” for more information about creating a new user.

COLUMNS

Name

Name of the user

Department

Department the user is assigned to

Title

Job title of the user

Admin

Indicates if this user has administrative privileges

Action

If this column contains the Edit User icon (), you can make changes to this user’s account. When you click on the Edit User icon, the Edit User screen displays. For complete information about this screen, refer to the help topic titled “Updating User Information.”

 

 

 

Figure. User Log screen