How To Add a New User

Adding a New User will only be visible if you have been given the appropriate access.  This access would usually be given to Regional Managers, Managers and Admins.  

To start, select Users from the Navigation Bar. From the drop down you can now click Add User

By selecting Add User, a form will appear where you will be able to complete the user's details.

1 - Add the user's Full Name

2 - Add the user's email address (email addresses have to be unique because the system will not allow duplicate emails)

3 - Add the user's Telephone number (this is optional)

4 - Add the user's Job Title

5 - Add the user's Start Date (this will help with the reports you have access to as you can either exclude or include new starters)

6 - Add the users Gender (this is optional)

7 - Select the new users Date of Birth (this is optional if not needed then click the Not Supplied box)

8 - You are also able to assign a new user to the Care Certificate (this is optional)

9 - Select the Primary Home for the user (Home Access is automatically completed once you have added a Primary Home. If you are creating a user like a regional manager, you will need to give them access to all their respective homes)

10 - Add the Job Role and Job Type (The Job Role determines which courses need to be run by the user and the User Type dictates the access they have to the system)

11 - Press Create User to create the account. The system will then send out a welcome email to the user allowing them to set a password and log in for the first time.