After the agency goes live, there are two methods one can create Agency Staff in the CareSmartz360 application.

Creating Staff from Admin Section

  • Log into the system as an Agency User, Owner, or Admin.

  • Click the Settings icon present at the top right corner of the screen.

  • When the Admin clicks on Agency Users, a listing of Active Agency users displays.

  • Click the Add Agency User button. The Add Agency User page displays:

Recommendations

  • Fill out the page with the required information.

  • Click the Save button to create the new Agency User. If any of the required fields marked with a red asterisk (*) are not completed, the system will show the error dialog to prompt the user to complete the required fields.

If all data is submitted in correct manner, the system will send the registration email to the newly-created agency user at the email address entered under the Business Email field; the email includes the instructions to log in into the system for the first time.

Creating Staff from the Front End of the Application

In CareSmartz360, there is also a provision where one Agency User can also create other Agency Users. Agency users do not have Admin access and in order to avoid requesting a new Agency User every time from the Admin, the feature to create other Agency Users was added. This is also the same for Admin users creating other Admin users.

  • To create another Agency User as Agency User, log in into the application using Agency User credentials.

  • Click Other Staff under the Caregivers menu.

  • Click the Add New Staff button. The Other Staff Details page displays.

  • Fill out the page with the required information.

  • Click the Save button to create the new other staff. If any of the required fields marked with a red asterisk (*) are not completed, the system will highlight each empty field to prompt the user to complete the required fields.

If all data is submitted in correct manner, the system will send the registration email to the newly-created Agency User at the email address entered under the Email 1 field; the email includes the instructions to log in into the system for the first time.

To know more about which role should be assigned to the Agency User, please refer the link below which helps Admin users create custom roles in the system. These permissions can be customized so that the users can review the system per the permissions set by the Admin.

Document URL:

https://www.dropbox.com/s/lszrrzgnszccp6v/Creating%20custom%20roles%20in%20CareSmartz360.docx?dl=0

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