Adding and deleting users on the Group MIS

Adding users

First, navigate to Group > Staff > Browse StaffYou will be taken to a list of your existing users. Here you can check that the person does not already have a profile.

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Next, navigate to Group > Staff > Add new staff member and fill in the form for the person to be added.

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Selecting Send welcome email/SMS will send the new user a link, via email or SMS, to sign up and set a new password. Then click Create Staff MemberThe new user profile has been created.

When you click Create Staff Member you will be taken to the user’s brand new profile. 

 

Without a role, the user will have no permissions in the application and will be unable to access any of its features.

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To add additional business roles, click '+Add in the Roles and Permissions section. This will open a page where you can select a role for your new user.

Choose a role and select a start date for that role, then click 'Assign role'.

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Next, choose whether the staff member is associated with all institutions or not by clicking in 'Institution Permissions'.

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Deleting users

First, navigate to the user's Staff Profile and scroll to the bottom. Click the Delete field.

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In the slide over, chose whether just to delete the contact details or all records of this staff member.

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