Org Man Adding a New User
This guide will cover adding a new user in Organisational Management
Please follow the interactive guide below, a written guide is also available at the bottom of the page.
Written guide
- Enter the Org Management App.
- Select to Visit the Users Area.
- Click Add New User.
- You can either Populate from a Staff Record, this will pull the information from a current Staff Member and automatically fill sections. Otherwise, you can manually input the data. All fields with an asterisk are mandatory.
- When finished, click Save Changes.
- User Type – organisation (works within the organisation; most common), GP, Pharmacist etc.
- Position – the CC Cloud equivalent of a staff role
- Department – the CC Cloud equivalent of a staff category
- Start-Up Application – which area of CC Cloud will open when the staff member logs in
- Analysis Level – the level of detail in analysis reports the staff member can view
- Default Site – the main site the staff member will be associated with