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Inviting Users To Your Organisation

Rachel Martin avatar
Written by Rachel Martin
Updated over 2 months ago

The Manage Users screen is where you will manage the adding of new users to your Atlas systems, this view will only be available to Home and Deputy Manager roles to ensure user data confidentiality. From here you can view user profiles, E-Learning scores, and modify access for each individual listed. Managers and deputy managers are granted with the access levels to generating the initial invitation to new users to your organisation.

To invite a new user to your organisation you will require the users name, email address and you will be required to assign them a access Level. Access levels determine what information users can view on Atlas Central and also the actions they can perform on the Atlas device. Contract end dates can be set if required for temporary user and permanent user can be assigned rolling access.

How to invite a new user to your organisation;

1. Log in to your Atlas Central web portal. From the main dashboard select Manage Users or alternatively select My Care Home from the left hand option panel then click manage users.

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2. Select the Invite user tab at the top of the page.

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3. Enter the users Email address and press enter on your keyboard. The system will complete a check to see if the email address inputted is associated with any other account in the system. Should no results be found move on to step four.

If the address entered is associated with another account you will not be able to amend the users forename or surname, simply select the relevant access dates(for permanent user leave the permanent access ticked, should you wish to set a contact end date un-tick permanent access and select the date you wish there access to end on)select the appropriate access level for the user then click Invite user.

4. Enter the users forename and surname.

5. Click the access from box to select the appropriate date (note the date will always default to today's date as standard). Once completed click the access to date to input when the users access will end.

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(It is important that the contract end date is set correctly as once this date has been met this will remove all access to both the Atlas Central site and Atlas eMAR.)

6. The account required a access level, click the access level drop down box and select the relevant role.

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For more information on access levels click here; Access Levels

7. When all of the information has been reviewed and you are happy that is correct select invite user to generate an email invite.

Once the invite has been received by the user they will be required to click a link within the email, this will ask them to create a 6 digit PIN for their account, this will be used to access both the Atlas Central site and Atlas eMAR. The Atlas eMAR device will need to be synchronised to download any new user profiles device.

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