To create new users of the Elemental platform, firstly you would need User Access rights. If you don't have this access, then we'd advise raising this new user request to someone within your license who does. Alternatively, if you don't have the access and think you should, then we'd recommend reaching out to the Service Delivery team who can assist with this.
Create a new user
Click Administration.
Click Users.
Click Create New User.
You are now able to fill in the form for the new user. Mandatory information is highlighted in orange within the app.
Login details
Email Address | The email address of the user, used to send the login details. |
Login Name | A username for the new user. |
Create Temporary Password | Click to create a temporary password for the user. |
User details
Title | The user's title. |
First Name | The user's first name. |
Preferred Name | The preferred name for the user. |
Surname | The user's last name. |
Gender | Select the gender of the user. |
Date of Birth | The user's date of birth. |
Contact details
Address | The first line of the user's address. |
Town | The town or city of the user's address. |
County | The county of the user's address. |
Country | The country of the user's address. |
Post/Zip Code | The post or zip code of the user's address. |
Roles and groups
If you require the user to have an assigned role and added to groups, you define that in this section.
Venue Manager | Gives access to the venue management tab, which lists the venues for the licenses. Users can create and edit their own. |
Client | Gives access to the client calendar, where they can track their appointments. Gives access to the dashboards, showing a visual representation of their stats. |
Provider | Gives access to the provider tools, allowing them to create and manage their own interventions, as well as create and manage their own venues and facilitators. |
Facilitators | Gives access to the facilitator tab, showing a calendar they can use to manage their interventions. |
Link Worker | Also known as Referral Handlers - Gives access to the client and task tools, allowing them to create and manage referrals. This can be used to search for existing clients on the platform. They can also set themselves tasks and appointments. A Referral Handler would need to be tagged to a hub and in most cases, this would need to be requested via raising your query through the Access Digital Assistant and quote "Raise a case" for this issue to passed on to a support engineer. Reference the title of this article along with confirming the role, name, email, hub(s), address and anything else needed for the account. |
Referral Agents | Whilst there's no role needed to set up a Referral Agent, we often add the Health Worker to the Healthcare Professional list to highlight these types of users. A referral Agent would need tagging to one or more establishments in order to refer to there. |
Once you enter and select the information for the new user, you need to save and send their user details.
Click Save Changes.
Under Administration, click Users.
On the search box, enter the user's name.
Click the envelope button
on the right to send a password notification email to the new user.
📌Note: The password reset emails time out after 10 minutes. If you have problems setting up the password, click the Forgotten Password link on the login page to trigger the same setup.