How to onboard user on the Platform

This article will help you to onboard a user on the platform. There are three processes for onboarding a user.

• From Organisation Admin
• From Facility Admin
• From Support Team Member

To Onboard user to the platform, follow the below steps:

Process 1: Organisation Admin View

Step 1:

Sign in to the ConnectedLife Organisation Admin account with a valid email address and password.

Step 2:

Admin dashboard will open. Click on the Users tab.

Step 3:

Now click on the Assigned Users. You will find a dropdown menu listing the user’s onboarding status.

Step 4:

Select the Pending Onboarding Users.

Step 5:

Now you are on the page of Pending Onboarding Users.

Step 6:

Now click on Onboard.

Step 7:

Now fill in all the necessary information in all the steps and click on Next.

Step 8:

Select the Primary Support Team Member and Department.

Step 9:

A pop-up window will appear stating that User onboarded successfully.

Process 2: Facility Admin View

Step 1:

Sign in to the Facility Admin account with a valid email address and password.

Step 2:

Admin dashboard will open. Click on the Users tab.

Step 3:

Now click on the Assigned Users. You will find a dropdown menu listing the user’s onboarding status.

Step 4:

Select the Pending Onboarding Users.

Step 5:

Now you are on the page of Pending Onboarding Users.

Step 6:

Now click on Onboard to onboard the user.

Step 7:

Now fill all the necessary information in all the steps and click on Next .

Step 8:

Select the Primary Support Team Member and Department.

Step 9:

A pop-up window will appear stating that User onboarded successfully.

Process 3: Support Team Member View

Step 1:

Sign in to the Support Team Member account with a valid email address and password.

Step 2:

Support Team Member Dashboard will open.

Step 3:

Now click on the Assigned Users. You will find a dropdown menu listing the user’s onboarding status.

Step 4:

Select the Pending Onboarding Users.

Step 5:

Now you are on the page of Pending Onboarding Users. Click on Onboard to onboard the user.

Step 6:

Now fill in all the necessary information in all the steps and click on Next.

Step 7:

Click on Onboard User.

Step 8:

A pop-up window will appear stating that User onboarded successfully.

Tips: 

Department and Support Team Member must remain under the same Facility.