You may have a need to add Admin users to your Caresmartz360 portal. Admin users are generally decision makers, have access to all Admin Settings, and are not bound to a single Office in your portal.
From the Settings (gear icon), navigate to Admin Users under User Management from either view.
You will be able to see the list of the existing Admin Users who have already been entered in the system. Click on the +Admin User button.
Enter the Desired Username and select the Role. Best Practice - use a consistent format for all usernames in your agency portal.
Enter the Personal Details. At a minimum, enter the required information as marked with an asterisk.
Make selections regarding whether you need this user to appear on the Care Coordinator List, Show on Supervisor List, or Show on Supervisor List. These are multiselect. If you integrate with Activated Insights (formally Home Care Pulse) - there is a toggle at the top of the page to send the user data. When you are done, click Save.
An email with User Registration details will be sent to the user via the Business Email address captured in this profile. The user can then reset their password, create a security question and access the portal.