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.
How to Access the User Admin Module
1. 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 add a New User
Below are the steps to add a user:
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 User details form, you will see a “User” section.
- Enter First name, Last name, and Email address.
- Select a Role for this user.
- The most common user role is “General User.” This provides the user with the ability to access all modules except Invoices with financial data. If you would like the user to have access to the Invoices module, then you may also select “Finance User."
4. Below you will see a “Facilities” section. Select one or more facilities with which you want this user to be associated. Click the SAVE button. Note: the facilities on this list are restricted to only those facilities for which you are an Admin.
Once you have saved, the Facilities will appear in a grid below. To make this user an ADMIN for a facility, switch the ‘CUSTOMER ADMIN’ toggle to ‘on’ as shown below.
5. 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.
How to view or edit an Existing User
Below are the steps to view or edit an existing user:
1. Click on a user’s name to open the user details page to view or edit.
2. Once on the user's details page:
- Under the "User" section you can edit the first name and last name. Note: A User's email address is not editable since this is their username.
- Under the "Facilities" you can add a facility by using the drop-down list and clicking SAVE. To remove a facility association from the user, click the trash can icon. Note: A user must have at least ONE facility to have access to ConnectCare. To add or remove the Admin designation, switch the toggle to ‘on’ or ‘off’, respectively.
Need help? Email us at connectcareims_support@steris.com.