Adding System Users

Adding System Users

Adding System Users

Step 1

Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users".

Manage Staff Users

Step 2

Click on the green [+] Add New User button at the bottom right hand corner of your screen.

Add System User

Step 3

Simply adding a user with no permissions requires you to complete all of the fields listed in the table.

Fields to complete for adding a system user.

Fields
Instructions
Name
Enter the name of the system user
Email
Enter the email address for the user. This will be their username when logging into the system.
Phone
 Enter the user's contact phone number. We recommend their mobile number so they can receive SMS notifications.
Status
Select active or inactive to grant or remove access for system users
Time Zone
Select the appropriate time zone for the user
Caseload
Select a caseload from this list if the user should only have access to view his/her assignments (not a supervisor, or administrator). If there are no caseloads listed from the drop-down please review this Client Caseloads Knowledge Based Article , or contact support for additional assistance.
Password
Enter a password for the staff user.
Preferred Communication Method
Select the preferred method for sending notifications to system users

You must click save for any changes to take effect before leaving the screen. Do not press the back button in your browser window before saving changes.

Assigning User Permissions

Step 1

To grant a system user access to functionality within your app's portal, simply tick the check box next to the appropriate permission to either grant or remove privileges.


Due to the nature of configuration and app user needs, not all apps will have the same list of permissions. Some will have special privileges not listed while others may have different permissions all together. For further assistance or questions, please contact support.

The check boxes below the required system user fields pertain to specific modules and actions within the system. The table below will give a general overview of what these permissions do.

Step 2

Click the "Save" button to make and save any changes you may have made before navigating away from this view.


Permissions Table


Permission Name
Permission Explanation

Goals

 Create, view or edit client goals

Assessment

Administer RECCAP assessments and view assessment results

Resources

Access and view resources that have been added

Manage Files

Add or edit file resources

Manage Organizations

Add or edit organizational resources and contacts

Referral Sources

Add or edit referral sources and contacts

ReConnect

Utilize Navigational Support functionality

Insights

View custom created reports

Report Engine

*Coming Soon

Events

Create, edit, assign clients to events and view the event calendar

Statement

Process, run and view ledger statements based on configured services. *Primarily used by our Work Release Programs contracted with the state.

Drug Testing

*Coming Soon

API

*Coming Soon

Dashboard

*Coming Soon

Schedule

*Coming Soon

Test Orders

*Coming Soon

Test Results

*Coming Soon

Housing

Assign clients to configured housing units and view bed-board

Admin

Access to edit functionality throughout the system

Agreements

Create, edit and delete app specific agreements

Facesheets

Add and edit information to client face sheets

File Templates

Upload and delete client signature pdf documents

Goal Templates

Create, edit and delete configured client goal templates

Client Groups

Create, edit and delete client group categories

Projects

*Coming Soon

Client Caseloads

Create and delete client caseload categories

Intake Form

Add, remove and categorize questions asked at intake, pre-screening, and screening

Locations

Add, edit and delete housing locations

Program Managers

*Coming Soon

Merchant

Edit configured merchant account API information for processing client payments

Paycheck Rules

Add, edit and delete specific deduction segments for configured paycheck ledger services. *Primarily used by our Work Release Programs contracted with the State.

Program Fees

*Coming Soon

Programs

Add, edit, delete and configure system parameters regarding program enrollments

Service Fees

*Coming Soon

Services

Add, edit, delete and configure ledger services for client account entries (debits, credits, paychecks, deposits complete-payable etc.)

Subscription Templates

Add, edit, delete and configure subscription templates for automated/recurring service ledger entries

Supervision

View information surrounding Navigational Support and view Navigator Engagement metrics 

Reports

Basic permission that allows the viewing of any of the system generated reports.

Balance Summary

View balance summary report

Segment Balances

View segment balances report

Debt Balances

View debt balances report

Savings Balances

View savings balances report

All Services

View all services report

Services Summary

View services summary report

All Paychecks

View all paychecks report

Upcoming Paychecks

View upcoming paychecks report

Location Services

View services by location report

All Transactions

View all transaction report

Card Payments

View card payments report

Scheduled Payments

View scheduled payments report

Batch List

View batch list report

Client Groups

View client groups report

Signed Documents

View signed documents report

Unemployed Clients

View unemployed clients report

Client Jobs

View client jobs report

Client Events

View client events report

Manage Emails

View manage emails report

Manage SMSes

View manage SMS report

Empty Beds

View empty beds report

Program Rates

View program rates report

Referral Report

View referral report

Client Progress

View client progress report

Outcome Infographic

View outcome infographic report

Clients Report

View clients report

RNS Outcome Measures Reporting

View RNS outcomes measures report

View navigators report

Partners Report

View partners report

Deposits

Create deposit records based on portal configuration specifications and DOC mandated reporting metrics. *Primarily used by our Work Release Programs contracted with the State.

Dashboard

View dashboard containing useful management by exception widgets

System

Basic permission for viewing system user information

Manage Users

Add edit and delete system user information, Configure system user permissions

Clients

Basic permission for viewing clients and client records

Manage Clients

Add, edit and delete various client records (intake(s), pre-screening(s), client files, ledger access etc.), Necessary to utilize almost all other system functions

Show RNS Functions

Display various Navigation specific system functions. Critical to providing effective navigational support


Setting up system user permissions can be a bit tricky! Please contact support if you have any concerns regarding your user's access privileges.
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