To add a new user:

• From the main dashboard come over to the left-hand side of your screen and select “Users”. Here you’ll be brought to an active roster of all current users.
• To add a new user come up and click the blue button that says “New User”. Here you’ll be asked to provide a few basic fields so that we can create the new user for you. The first is a username. The username has to be specific and cannot have any spaces. If you receive an error message it’s because that username is already in use at another PalCare community so make sure to be specific. From there you’ll want to create a display name. The display name should be clear to everyone at the community who the user is. Then you’ll want to add a valid email as well as a unique password that’s at least six characters long.
• Then you have the ability to select the users role. Here you can see that the users are specific to the actual roles and also cannot be created from anyone below them. For example, an administrator can create multiple caregivers but a caregiver cannot create an administrative user.
• From there you’ll select what groups they belong to and in this instance we’ll add them to the “All Page” group.
• Once you finish that you’ll click submit and then you’ll be able to see that that individual has been added to your user roster.