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The Manage User Account tool is also available in the menu on the Edit Profile screen. |
User | The name of the person this username is attached to. Read only. | ||||||||||||
User name | Enter a unique username for this person.
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Enter the user's email address. This will be the address where you send the user's temporary mobile password.
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Cell | The user's cell phone, for texting purposes if you have SMS Texting features enabled.
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Is Identity | Checked if this user has been made an "Identity" account (What is an Identity?). Read only. | ||||||||||||
Status | Status must be set to Active in order for the user to be able to log in to the mobile app. | ||||||||||||
Note | (optional) Add a note, if desired. | ||||||||||||
Create HomeTrak Identity Account | Create or convert this account as an "Identity" account. Identity accounts can be used to log in to the Companion program, the mobile apps (Android and iOS) and the HomeTrak Online web portal using the username (email) and password and not requiring the entry of cloud access keys. (What is an Identity?) When this button is clicked, the system will attempt to create the Identity account and an activation email will be sent to the person to set their password and log in to the web portal. This username and password will also be able to be used with the newest versions of the Companion desktop application and the Android and iOS mobile apps.
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Email Mobile Password | Click this button to email the temporary mobile password to the user's email address shown above. The password expires after several hours and the user is prompted to change the password the first time they log into the mobile app. For non-"Identity" accounts. (Mobile app access only, requiring access keys.) This button will be hidden if the account is "Identity". | ||||||||||||
Email Telephony PIN | Click this button to email the IVR PIN to the user's email address shown above. (This is used only if the office is using the optional IVR features in Companion) | ||||||||||||
Security Levels | Choose the Security Level appropriate for the Office Staff person to restrict their access to specific program areas and functions. Tools and modules that the user does not have permission to access with be disabled and grayed out. Users may have multiple Security Levels applied to their account; they will have access to all of the areas included in the combination of those levels.
HomeTrak Companion comes standard with several default security levels that provide full access to specific modules. In many cases this will suffice for your company and you will not have to add or edit any security levels. You can however add, edit or delete Security Levels to customize roles for your users. For example, if you wish to set up a role with read-only access to large areas of the program, you can add a new custom Security Level. (Currently these Security Levels only apply to the desktop application.) | ||||||||||||
Security Options | Additional security options.
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Remove User Interface Features | Optionally choose to completely hide selected features from a user. While you can use Security Levels to disable tools and features, tools and buttons related to hidden features are completely removed from the user interface which can streamline the interface for users that only perform one or two functions within the program. (This applies to the desktop application only.) | ||||||||||||
People that this Account can View | Sometimes you may wish to allow a (non-office staff) portal user to be able to view information for more than one person. (For example, a common primary contact where a husband and wife are both clients, or allowing a physician to see information on multiple clients.) To allow a user to view other profiles, you can attach the other people whose profiles you want this user to view under the "People this account can view" tab at the bottom of the screen. Click on the "Attach to other people" button and select the profiles that you wish for this person to view. To remove access to a profile, select that person in the grid and click on the "Remove selected" button to remove that person from the list of people this user can view.
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