Add an Administrator

To add an office administrator user, follow these steps:

Step 1: Click on "caregivers".

Step 2:  Click on "add new"

NOTE: It is advised before adding any new staff member to search the caregiver status as "All" to make sure this worker has not been added before.  This helps prevent unwanted duplicates.

Step 3: In personal information go to "User Role". In the drop down menu click on "Administrator".

Step 4: Fill in required fields.

Step 5: Click on "Create Web User". A new area will open with info for web user.

Step 6: Create "User Id" and "Password".  

NOTE: A suggested User Id and password format is as follows: User Id - First initial of first name, last name and organization code. Temporary password is organization code and year. 

NOTE: This password is temporary and the system will have you change password the first time you log in.

Step 7: Scroll to bottom of page and click on "save personal".