You may have office staff that need access to aspects of your Caresmartz360 portal to help you run your business day to day. Giving them access as Agency Users will help you meet this goal. Agency users are bound to a single office within your portal, allowing you to control and compartmentalize the data they have access to.
There are two ways you can create their profiles.
Creating Staff from the Settings (Admin access required)
Log into the system using Admin credentials.
Click the Settings icon present at the top right corner of the screen.
Click on Agency Users, and a list of Active Agency users displays.
Click the Add Agency User button. The Add Agency User page displays:
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 are using the LMS and need to designate this user as an LMS Manager, check the box. 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.
If any of the required fields marked with a red asterisk (*) are not completed, the system will show the error dialog to prompt the user to complete the required fields.
If all the required data is submitted correctly, the system will send the registration email to the newly-created agency user at the email address entered under the Business Email field; the email includes the instructions to log in into the system for the first time.
Creating Staff from the Front End of the Application
In CareSmartz360, there is also a workflow where one Agency User can also create other Agency Users. Agency users do not have Admin Setting access and in order to avoid requesting a new Agency User every time from the Admin, the feature to create other Agency Users was added.
Click the Add New Staff button. The Other Staff Details page displays.
Fill out the page with the required information.
Click the Save button to create the new other staff. If any of the required fields marked with a red asterisk (*) are not completed, the system will highlight each empty field to prompt the user to complete the required fields.
IIf all the required data is submitted correctly, the system will send the registration email to the newly-created agency user at the email address entered under the Email 1 field; the email includes the instructions to log in into the system for the first time.
To know more about which role should be assigned to the Agency User, please refer the Article below which helps Admin users create custom roles in the system. These permissions can be customized so that the users can review the system per the permissions set by the Admin.