User management

Table of content

• Add a User
• Edit a User
• Delete a User

Instructions:

1. Log in on CareSimple.

2. On the left side of the portal, click on the  Admin tab.

Add a User

1. Click on the tab called Users. The existing users are found in the table below. The user privileges are found in the two adjacent columns.

2. Click on + USER

3. Fill in the name, email address and external ID and click "+Add User".

3. Repeat the process to add another user. Once all the users information has been entered, click "Next"

3. Set the permissions for these users. If you wish to set an access to all groups within your organization select the organization. You can also give access to specific groups.

4. Selecting the organization will prompt you to enter if you wish to give an administrator access to this user. This will give access to the "Admin" page of the portal.

5. Once ready to add the user click "Next" & "Review and Confirm"

Edit a User

1. Click on Edit on the user you want to edit. A new page will open where the email address and privileges can be modified.

2. You can update the user's information and access from this page.

3. Click the Save button to apply the changes or the Cancel button to return to the user's tab.

Delete a User

1. Edit the user you wish to remove from the group.

2. The user can be deleted by removing all of his group access.