To create an agency user, follow the steps below:
📌Note: This guide is only for customers who have integrated the Access Care & Clinical to Access Evo.
Do not follow this if your system is not yet integrated.
Add the user as a member on Access Evo. Click here for the guide.
Click the Members
In the search field, type the person's name.
Click the three-dot menu
Click Manage Roles.
Find Access Care & Clinical and select the relevant role using the drop-downs.
Click Save.
This will create a new user in Access Care & Clinical.
Next, using your account, open the application, assign the role, facility, and default facility to the user, and tick the Agency check box. Follow the steps below to do this:
Click Admin.
Within the User management section, click User list.
The user will appear at the top of the list.
Select the user and assign the Default facility and Role using the drop-down.
Select the Agency check box.
Enter all details specific to the new agency user - the below fields are mandatory, but you should capture as many details as appropriate:
Agency Name.
First Name.
Last Name.
Default Facility.
Once you have entered all of your new user's details, scroll to the bottom of the screen and click Save. A dialog will appear stating "User details updated successfully".