Users with account levels "Owner" or "Director" have access to add, edit, and remove user accounts.
Here are the steps for accessing your organization's list of users:
Click your name in the lower lefthand corner
Click "Org Settings", which will appear in a list above your name:
Note- if you do NOT see "Org Settings", please contact support@augusthealth.com if you think this is in error.
Click on the "Users" tab on the top navigation bar. You should now see the list of users in your organization!
See more below:
Add a new user ᐧ Remove a user
Edit an existing user's name or role ᐧ Add or reset password for existing user
To add a new user:
1. Click "Add New" next to "Users"
2. Enter the first and last name of the new user:
Hint: For nurses, you can enter their credentials after their last name
3. Enter their email address OR click "This user doesn't have an email" to enter an alternative username:
If a user doesn't have an email address, certain functionality may be limited. We recommending adding the employee's work email address if they have one.
If you select "This user doesn't have an email address", you'll need a different username for them. We suggest a cell phone number or employee ID number.
4. Enter a password that meets the system requirements or click "Generate password" to have our system generate a secure password for you:
Users with usernames and no email address are required to have a password. Users with email addresses may login with a password or with a "magic link" sent to their email.
5. Use the "Roles" dropdown to set the role for an account.
View our user permission guide to determine which role a user should have:
Each role type has various levels of access across the platform. Click here for an up-to-date version of the permissions we offer!
6. Toggle on whichever community or communities the user should have access to:
This step is not required for Owners, who automatically get access to all communities in an organization.
To edit an existing user's name or role:
Click on their row in the User table:
Note- you may not downgrade any user at the same Role as your self (i.e. Owners cannot change another Owner to Staff) Please contact us at support@augusthealth.com for assistance in this matter.
To add or reset a password for an existing user:
Click on their row in the User table:
Enter a password that meets the system requirements or click to have our system generate a secure password for you:
Username users are required to have a password associated with their account. Email users may login with a password or with a "magic link" sent to their email.
To remove an existing user:
Click on the trash can icon in their row:
Note- you may not add/edit/delete "Owners" currently. "Directors" may also not add/edit/delete other "Directors". Please contact us at support@augusthealth.com for assistance in this matter.