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".
Step 2
Click on the green [+] Add New User button at the bottom right hand corner of your screen.
Step 3
Simply adding a user with no permissions requires you to complete all of the fields listed in the table.
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 |
Navigators 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.
Related Articles
Adding System Users & Assigning User Permissions
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 ...Deactivating System Users
Deactivating 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 System Users Step 2 Select the system user you would like to remove ...Adding & Deleting Client Notes
Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...Adding New Clients
Adding New Clients Step 1 Click on the Add New Client Button located in the bottom right hand corner of your screen. Add new client button Step 2 Complete all fields in the Client information Card under the General Tab. Reference Field Is Optional ...Creating Caseloads
Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...