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Adding a New User on Pharmapod

Eogan McCullen avatar
Written by Eogan McCullen
Updated over 4 years ago

It only takes a few minutes to add a user to your organisation. Once they are added, they will be able to record events through their own Pharmapod account. 

Adding a user is simple, just follow the steps below: 

  1. Select the 'Settings' tab located on the left menu tab, then select the 'Users' tab on the top menu bar. 

2. Select 'Add', which is the blue button located at the right-hand side of the page. This will prompt you to fill out user details and add the user to the system. 

Important: In order to be set up with a Pharmapod account, the new user must provide a unique login ID (as your login ID acts as your username when logging in). Depending on the notification channel which is selected the user will receive an invitation to Pharmapod via the email address provided where they will be prompted to activate their account (for email). They will receive a temporary password via SMS message if added by mobile phone. Finally, if added by the notification type "system" a temporary password will be automatically generated for them which they can then use to login.

Note: Here you have the option to give this staff member user or admin access where they can 'close' an event, add more users to the organisation, provide facility access to users, etc.

3. Once this is complete, don't forget to assign facility access to this user. 

Here you have the option to assign one or multiple facilities to the user by selecting the relevant facility/facilties and clicking 'Add Selected'. 

4. Assign your new user module access by switching the access button from 'off' to 'on'. 

Remember, it is possible to edit a user's module and facility access by going back to the user settings menu and clicking on 'Facilities' or 'Modules Access' located in the access column of the User Settings table.


Important: If you need to send a new user an invitation email again, you can do so by clicking on the 'Resend' button located on the User Settings table, the last date when an invitation email was sent to the user is shown in this section aswell.  

Once you have sent an invite, you can record this action by using the 'Shared' button also located on the User Settings table. 

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