Get Covered Connector Create a User
Get Covered Connector Create a User Click to create a user
Basic Viewing Permissions Here
Filter for a specific user
Click to edit user
Last login time is visible in this chart
Next slide
Add or create a User with the green button on the Users main page under the “Admin” tab. This will take you to a 2nd page where you can begin adding information on your new user. © 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
Enter all data
Assign user to an organization
First, last name, email address and organization are required fields
Next slide
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User Assign permissions by checking appropriate boxes
• This way user permissions can be customized and updated by a Connector Super Admin at anytime
Next slide
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
Select a state
• User can be assigned to multiple states for coalitions like North and South Dakota
Next slide
• User should be assigned to a state if it makes sense for them to have the scope of their controls and data be limited to a specific state
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
• A user with “Admin partners” permission can view all data associated with that Partner. • A user with “Admin organizations” permission can view all data associated with that Organization.
Only Partners are required to have Admin partners access Add admin organizations to assign user to applicable Org Uncheck to make user inactive
• A user with “Admin locations” permission can view all data associated with that location.
Click to create user
• Admin organizations and locations can be added for Admins that manage multiple organizations • If needed, a user can be assigned to multiple Organizations and Locations • By unchecking “Is active”, the user won’t be able to create a login – this can be used for e.g. Assisters that don’t need to have a login, but have schedules attached to them
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Basic Viewing Permissions Here
Filter for a specific user
Click to edit user
Last login time is visible in this chart
Next slide
Add or create a User with the green button on the Users main page under the “Admin” tab. This will take you to a 2nd page where you can begin adding information on your new user. © 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
Enter all data
Assign user to an organization
First, last name, email address and organization are required fields
Next slide
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User Assign permissions by checking appropriate boxes
• This way user permissions can be customized and updated by a Connector Super Admin at anytime
Next slide
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
Select a state
• User can be assigned to multiple states for coalitions like North and South Dakota
Next slide
• User should be assigned to a state if it makes sense for them to have the scope of their controls and data be limited to a specific state
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
Get Covered Connector Create a User
• A user with “Admin partners” permission can view all data associated with that Partner. • A user with “Admin organizations” permission can view all data associated with that Organization.
Only Partners are required to have Admin partners access Add admin organizations to assign user to applicable Org Uncheck to make user inactive
• A user with “Admin locations” permission can view all data associated with that location.
Click to create user
• Admin organizations and locations can be added for Admins that manage multiple organizations • If needed, a user can be assigned to multiple Organizations and Locations • By unchecking “Is active”, the user won’t be able to create a login – this can be used for e.g. Assisters that don’t need to have a login, but have schedules attached to them
© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org
