Reading time 3 mins
Introduction
This article outlines how to set up new, individual User accounts in your Radar Healthcare system.
Always check with your organisation as it is possible have new user accounts automatically created and you may wish to avoid duplication.
Creating a New User
- Click on Administration in the left-hand side menu
- Select Users (Here you will see a list of all users in your system)
- Select ‘Add New User’.
- Enter the user's details. Any fields with a red star are mandatory. The table below provides more information about the different fields.
| Field Name | Description |
|---|---|
| Forename(s)* | Mandatory |
| Surname* | Mandatory |
| Start date | Optional - If a start date is entered, the user will not be able to login until the start date |
| End date | Optional - If an end date is entered, the user will be deactivated on that date and will no longer be able to log in |
| Employee reference | Optional - A unique reference used to identify each user - useful if staff members have the same name. The reference appears in user drop-down lists within the system so do not use confidential references e.g. do not use payroll numbers if this is confidential at your organisation. |
| Manager* | Mandatory - Select the user's line manager. Only users that are marked as managers appear in this list. If the manager is not appearing in the list, make sure the manager's user account is set up correctly in your system. The user's line manager will:
|
| Departments | This is a legacy feature. Please do not use it. |
| Allow this user to logon* | Mandatory - If "Yes", the user will be able to log in to Radar Healthcare and can be assigned tasks in your system. If "No" is selected the user can be tracked in training and compliance and can appear in a staff list as part of event reporting but can’t be assigned any tasks. |
| Email Address* | Mandatory - If users can log in, they must have an email address entered to access Radar Healthcare and receive any task notifications. The email address must be unique to each user. |
| Phone Number | Optional - If your users are going to be receiving text notifications as part of event workflows enter their number in here. |
| Send account activation email? * | Mandatory - If "Yes", the system will send the user a password activation email as soon as their account is saved. The activation link is only valid for 48 hours, so we don't recommend activating accounts on a Friday. If you do not want to send an activation email when creating the account, select "No" and find out about Activating Users later. |
| Is this user a manager? * | Mandatory - If the user is a line manager select "Yes". This user will then appear in the above "Manager" drop-down list when adding future users. |
| Add Role* | Recommended - Select the user's role from the drop-down list and click Add. If the role has a scope of location/region, then you will need to select the location(s)/region(s) where the user is based. A user can have multiple roles if required. The role controls:
N.B. If you forget to add a role, the user will only be able to see their Dashboard, My Records and My Notices when they log in. |
- Select Save to confirm the user’s record.
FAQs
How do I add a new user to our Staging site?
- When adding a new user to your Staging site you follow the same steps as above, however you will need to create them a password and send them their log in details separately because the Staging site does not send emails.
- Here is a video explaining the process.
I cannot find a user’s Line Manager on the list of Managers.
- Please check the requisite manager’s account and ensure they have the option ‘Is this user a manager?’ is Yes.