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Version: 3.1

Create a user

Overview​

This flow describes how to create a new user account in Care. You create the user from the Users tab of an organization, a responsibility, or a department.

Pre-requisites​

  • You have the permission listed below.

Permissions​

PermissionAccess
Can create User in careLets you create a new user account.

Steps​

1. Open the Users tab​

Open the Users tab of an organization, a responsibility, or a department.

  • For an organization or a responsibility, go to Admin, then Organizations. Select Governance, Suppliers, or Responsibilities. Select one item, then open Users.
  • For a department, go to the facility, then Settings, then Departments. Select one department, then open Users.

2. Open the new user form​

Click Add User. Care opens the Add New User panel.

3. Complete the user details​

Enter the details of the person.

ComponentsWhat it captures
PrefixAn optional title, for example Dr., Mr., Mrs., Ms., Miss, or Prof.
First NameThe person's first name. Required.
Last NameThe person's last name. Required.
SuffixAn optional suffix after the name.
UsernameA unique sign-in name, 4 to 16 characters, lowercase letters, numbers, underscore, or hyphen. Required, and you cannot change it later. Care checks that the name is available as you type.
EmailThe person's email address. Required, and you cannot change it later.
Password Setup MethodSelect Set password now to set a password immediately. Select Send email invitation to email the person a link to set their own password.
Password / Confirm PasswordRequired only if you select Set password now. At least 8 characters, with an upper case letter, a lower case letter, and a digit.
Phone NumberThe person's phone number. Required.
GenderMale, Female, Transgender, or Non Binary. Required.
Responsibility AssignmentsOne or more pairs of Responsibility and Designation. Care links the new user to each responsibility that you add. Optional.
Government organizationThe government organization of the person. Select it one level at a time, for example State and then District. Optional.

Note: The default country setting of your deployment controls the phone number format on this screen.

Note: Care lists each responsibility one time only. Click Add Another to add one more pair.

4. Create the user​

Click Create User. Care creates the account and shows a confirmation message.

If you select Send email invitation, Care emails the person a link to set up the password.

If you work in a responsibility, and you already added a responsibility assignment for that responsibility, Care skips this step.

In all other conditions, Care opens the Link User panel. Assign the role of the new user in this panel. See Assign a role to a user.

Expected Outcome​

  • Care creates the user account.
  • Care shows the message "User added successfully".
  • The person receives an email with a link to set up the password, if you select Send email invitation.
  • Care links the user to the responsibilities and designations that you select.

Concepts:

Flows: