People

Note: Some features shown in this guide may not appear exactly as shown - and in some cases may be deactivated - due to the features and settings for your particular account.

The People page allows you to View, Add, Manage, Edit, and Import new users and view User Metadata. This page can be accessed by clicking People in the navigation menu on the left.

To View Users

1. Click People in the navigation menu on the left of the screen.

   

2. You can view the current users in the People section as shown in the screenshot below.

   

3. Bulk Action can be used by the Health Administrator to send a message to certain members using a certain email template or manual text. You can use the Bulk action by selecting the users from the list by clicking the check box as shown in the below image.

   

4. Once the users from the list are selected, clicking Bulk Action will display “Send message to members”.

   

5. After clicking Send message to members, the system will provide two options for the message types that can be sent to selected members. If both the Options are used, Option 1 is considered by the system to send the messages.

   • Option 1: Templated Message - This is a template message which is already there in the application.

   • Option 2: Custom Message - This is a customize message which can be created as per the requirement.

     

6. Once the required option is selected, the Send Message button will get enabled to process the action.

   

7. Once the message is sent successfully, system will display the message Message Successfully Sent.

   

To Add a New User

1. Click People in the navigation menu on the left of the screen.

   

2. Click NEW USER.

   

3. Select the new user’s Role from the dropdown menu.

   Note: Refer to Getting Started: Roles to get information related to the different user roles.

4. Enter the Email address of the user. 

5. Click Add User.

   

6. Add the First Name and the Last Name of the user. 

7. Select whether the User Requires Legal Guardian Consent (if under the age of 18).

8. Click Add User to create the new user.

   

9. Once the user is added successfully, a message will be displayed as User Successfully Added.

   

To Manage Users

1. Click People in the navigation menu on the left of the screen.

   

2. View the onboarding and vaccination status of a user in the Status and Vaccination Record columns. For the onboarding status, a user record will have either of the following:

   1. Invited: The user has been created and invited to the system, however, the user hasn’t accepted and activated their account. 

   2. Active: The user has activated their account and is Active on the system.

3. To make any changes in the existing record of the user, click on three dots as shown in the image.

   

4. To remove a user from a tenant completely or to reset the Password, click the three dots at the top right side of the page and then select either Reset Password or Delete user from Account.

   

To Edit a User

1. Click People in the navigation menu on the left of the screen.

   

2. Place the cursor on the user’s record and click to edit the user profile. The User Details page has two sections named DEMOGRAPHICS and CLINICAL. The Demographics section covers the users basic information such as name, contact info, etc. The Clinical section covers the medical details of the user.

   Note: The Clinical tab can be turned off for some tenants by the administrator.

   

3. To edit DEMOGRAPHICS, click the DEMOGRAPHICS tab and edit the User Details.

   

4. Make your required changes and click out of a field after editing it to save the changes.

5. To edit the CLINICAL section, click the CLINICAL tab and edit the Medical Details.

   

6. Make your required changes and click out of a field after editing it to save changes.

7. You will see this notification shown below at the bottom of the page confirming that the changes have been updated successfully.