Objective
This how-to article outlines the steps to add a new user in the system as an admin.
Key Steps
Step 1: Log in as Admin 0:00
- Ensure you are logged in as an admin to access user management features.
Step 2: Navigate to Organization Tab 0:10
- Click on the 'Organization' tab in the main menu.
Step 3: Select the District 0:10
- Choose the appropriate district from the list if not already chosen.
Step 4: Access Users Tab 0:10
- Click on the 'Users' tab to view existing users.
Step 5: Add New User 0:20
- Click on the 'Add New User' button.
Step 6: Enter User Information 0:25
- Fill in the following details:
- First Name
- Last Name
- Unique Email Address (this will be used for login and sending a one-time password)
Step 7: Select User Role 0:51
- Choose the appropriate role for the user:
- Practitioner: Can see students and check them in for services.
- Supervisor: Can see students, check them in, and review others' notes.
- For this example, select 'Practitioner'.
Step 8: Assign School Site 1:25
- Choose the school site(s) the user will belong to.
Step 9: Confirm User Creation 1:41
- Click 'Confirm' to create the user profile.
Step 10: Inform User to Log In 1:41
- Notify the new user to log in at platform.healthycampus.com using their email to receive a one-time password.
Step 11: Finalize User Profile 1:55
- Instruct the user to finalize their profile after logging in. Refer them to the knowledge base article for guidance: How to Complete Your Healthy Campus Profile