Administration

Note: You can download the Administration manual in PDF format at the end of the article.

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1. Overview

The administration section allows healthcare organizations to manage users, care teams, sub-organizations, roles, and permissions within the platform. This is a critical set of functionalities for configuring and maintaining the platform to meet the needs of the healthcare provider. These administration features ensure the platform is set up correctly for each healthcare organization, enabling proper access control, team-based workflows, and organization of users and patient data.

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2. Key features

• Managing user accounts: Adding new users, editing existing user profiles, and deactivating user access
• Managing care teams: Creating, editing, and assigning users to care teams
• Managing sub-organizations: Establishing sub-organizations and assigning users/care teams to them
• Managing roles and permissions - Defining the access rights and capabilities for different user roles
• Managing organization: Only accessible with an administrator account
  

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• Access the Administration section by clicking on on the navigation banner.
• The administration dashboard is divided into four key areas. Within each of these sections, you can perform the following actions:

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3. Manage Users

• Add a new user account, by clicking on “Add user”, and fill in all the necessary information.
• Assign the user to an existing care team. A user can be in different care teams.
• Assign the user to an existing sub-organization. A user can be in different sub-organizations.
• Edit an existing user profile, by clicking on
• Deactivate a user account, by clicking on

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4. Manage Care Teams

• Create a new care team, by clicking on “Add care team”, and fill in all the necessary information.
• Optionally assign the care team to a sub-organization. A user can be in different sub-organizations.
• Assign users to care teams. A user can be in different care teams.
• Edit an existing care team details, by clicking on
• Delete a care team, by clicking on

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5. Manage Sub-Organizations

• Add a new sub-organization, by clicking on “Add sub-organization”, and fill in all the necessary information.
• Assign care teams and users to sub-organization.
• Edit an existing sub-organization details, by clicking on
• Delete a sub-organization, by clicking on

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6. Manage Roles and Permissions

• View the permissions associated with each user role.
• Create a new custom role (depending on the permissions you have).
• Edit the permissions for existing roles. Assign specific permissions to each role: create, read, update and delete.

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7. Manage organization (Admin profile only)

• When on an administrator profile, access to organisation information, by clicking on on the navigation banner.
• Edit information about the organization (description, contact details, opening hours, white label logo…).