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Introduction

 

All your system users can be viewed under the User icon in the Administration panel.  Inactive users are automatically hidden, and any account can be searched for and edited at any time.

Always check with your organisation as it is possible have new user accounts automatically updated and you may wish to avoid duplication.

 

Viewing Your Users

 

  • Navigate to the Administration Dashboard and select Users.
User icon.
  • You will be presented with a list of all users in your system. 
  • To view a user simply click on them from this list.

 

Filtering on Users

 

  • To filter on your user list, select the filter icon at the top right-hand side of the page.
Filter panel

 

  • This will reveal the filter panel, where you can filter on the following:
    • Name
    • Reference - if you have assigned user IDs to your users.
    • Location - shows all users with the chosen location(s) role.
    • Roles
    • Start Date / End Date
    • Username - all users log into Radar Healthcare using an email address.
    • Interactive status - here you choose to only see interactive or non-interactive users.
    • Activated status - choose to filter out any users who have/have not been activated.
    • Out of office - if users have out-of-office dates set, you can filter them here.
    • Last Logon - here you can see the date and time that a user last logged in to Radar Healthcare. 
    • The Out of Office and Last Logon dates can also be filtered in ascending or descending order using the arrows to the right of the field.

 

  • Once you have applied your filters your results will automatically update accordingly. To view a user simply click on them from this list. 

 

Quick Edit Options

 

  • There are 4 quick edit options available when selecting the 3-line menu on a user’s record.
Quick edit options
  • Reset Password.  Send this to a user who has forgotten their password so they can create a new password and log in. 
    • If the user has not activated their account and logged in this will say ‘Activate Account’ instead.

 

  • Set Password.  Manually create a password for a user.

 

  • Set out of office.  Redirect non-confidential event workflow activities whilst someone is away from your organisation.  See our full guide on this here.

 

  • Delete user’s compliance.  This option allows you to remove and delete all the compliance requirements for a user.  This will remove any information they have submitted and remove the requirement from their record.  We recommend caution with this option.  
    • Please note if the requirement was assigned via the user’s role it will reinstate the compliance requirements, but any previous history will have been deleted.
    • It is not possible to undo this action.

 

 

Editing a User

 

  • To edit a user's details, from within the user record, select Edit.

 

 

  • Update the details accordingly and click Save to confirm.

 

 

FAQs

 

User’s data appears to be reset/overwritten each time I edit?

  • Please note, if your system is receiving user data from an external system, (e.g. a HR system), then you must ensure that the relevant details are updated in the system sending Radar Healthcare the data, as otherwise any changes may be overwritten each time the data is updated.
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