User Management
Introducing our brand-new user management section. Whether you're an administrator or a user, our intuitive interface makes it easy to filter through different users on the platform.
With filters for:
User Status
User Roles
Members Hub
Members HCEs
Finding a specific cohort of users has never been easier. Plus, you can customize how many users appear on each page to make your search even more efficient.
But wait, there's more. In our new section, you can also download a CSV file containing all the user information for your project, giving you quick and easy access to valuable data.
You can still edit any user details within this page, as well as send out password resets, making it a one-stop shop for all your user management needs.
Experience the power of streamlined user management with our new feature. Try it out today and see the difference for yourself.
For further information, view our User Management enhancements article.
Hub Management enhancements
Say hello to our new Hub Management section, designed to make user management even more efficient. With this feature, hub managers can easily enable and disable users within their project, as well as disconnect users from their project with just one click.
Deactivating users is now easier than ever, thanks to our new user management section. You can deactivate users on a one-to-one basis or select multiple users at once using our select-all functionality.
Plus, if users have become deactivated due to user inactivity, they can be reactivated from within this section as well.
But that's not all - at a license level, we've introduced a new security feature that automatically deactivates users after a certain period of inactivity.
You have the ability to set a user activity threshold, so if a user has not been active for a specified amount of time, their account is automatically deactivated.
Streamline your user management process and enhance your platform's security with our powerful new features.
Contact your Customer Success Manager to activate this feature and experience the benefits for yourself.
For further information, click the below:
Manage Referral enhancements
We've made updates to the Manage Referral section of the platform so you can filter by Postcode or Area Code. This is especially useful if you work within a specific area or postcode, as you can quickly find and manage any outstanding referrals in that location.
With this feature, you can streamline your workflow and ensure that you're addressing referrals in a timely and efficient manner. Say goodbye to sifting through irrelevant referrals and hello to increased productivity and accuracy with our updated Manage Referral screen.
For further information, view our Manage Referral enhancements article.
Type of visit configurator
We're excited to introduce our new functionality where you can easily add your Type of Visit Picklist without development. This feature can be requested through your Customer Success Manager, and it enables you to create your own bespoke list of types of visits for your project.
With this new feature, you can customize your Type of Visit Picklist to fit your specific needs and preferences, without the need for any development work. This means that you can work more efficiently and effectively, as you have a Type of Visit Picklist that is tailored to your project's requirements.
Take control of your Type of Visit Picklist and streamline your workflow with our new functionality. Contact your Customer Success Manager to make changes to your list.
📌Note: You can't edit the already existing types on the platform, you can create new types or disable already existing types.