How to Add Different Roles

When you log in as an Organisation Admin you can see many different roles.

These are:

• Facility
• Department
• Facility Administrator
• Department Administrator
• Support team member
• Users

How to add these different roles in an Organisation is given below.

Facility

A Facility is a healthcare establishment or clinic providing medical services to patients. Sizes range from small clinics to large hospitals, with services, staff, and structures varying accordingly.

Step 1: How to add a facility

• Click Add New Facility
• Input Facility Name and Address i.e. Hospital name, clinic name, or Organisation name and address
• Click on 'Add Facility'

Department

A Department is a Specialised unit within a healthcare facility focusing on specific services or treatments, often found in larger facilities for Organisational efficiency.

Step 2: How to add a department

As Organisation Admin, under the Organisation tab, select Facilities and Departments, and click on +Add New Department.

• Input Department name, i.e. Pathology Department, Radiology Department, or Orthopedics Department
• Click to select the parent facility
• Click to Add Department

Facility Admin

Facility administrator manages administrative tasks of their respective facility. In the absence of an Organisation Admin, they can manage the facility.

Step 3: How to add a facility administrator

• Under the Organisation Facility administrator option, from the right corner click Add a new Facility admin
• Input your name
• Upload picture/averter to identify facility administrators easily
• Enable/disable PII access
• Click next to provide facility admin basic information
• Input first name
• Input last name
• Input facility administrator email ID
• Click to select a country from the drop-down option
• Input contact number
• Click next to select the facility
• Select the drop-down to choose a facility
• After clicking Create Account your Facility admin will be added successfully
• Click here to Dismiss

Department Admin

Department administrators are responsible for managing the administrative tasks of their respective departments.

Step 4: How to add a department administrator

• Under the Organisation department administrator option, from the right corner click Add a new department admin.
• Input department admin name
• Upload picture/averter to identify department administrators easily
• Enable/disable PII access
• Click next to provide admin basic information
• Input first name
• Input last name
• Input facility administrator email ID
• Click to select a country from the drop-down option
• Input contact number
• Click next to select the facility
• Then select the department
• After clicking Create an Account your department admin will be added successfully
• Click to Dismiss

Step 5: How to add a Support Team Member

• Select “Support Team” from the top and then click “Add a New Support Team Member”.
• Input Support Team Member Details and keep enabling “PII Access”.
• Input Basic Information including Name, Phone Number country, and specialization.
• Input Unit Preferences, for example- choose weight preference between Kilogram and pound.
• Alert Notification Preferences either enabled or disabled this option.

Step 6: How to Add Users

• Third-row Users, from here you can invite users
• Click to invite users
• You can add users manually or can add bulk users together from import from CSV
• Input first name
• Input last name
• Input email address
• Select the country code here
• Select the country from the dropdown
• Provide contact number
• Select the mode of the way you want to get the invitation
• Click send an invitation and your invitation will be sent to the user

Tips: Facility admin/ Department admin/ Support team member will get an email to log in to the dashboard and set a password after adding them successfully.