Users can be added, edited, have their passwords reset, or have their accounts deleted on the Org Settings page.
Here are the steps for accessing your organization's list of users:
Click your name in the lower left-hand 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!
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 recommend 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:
Note: During this step, you can opt to use the "One-time use" option, which will require the user to change their password upon logging in.
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.
7. Scroll to the bottom and click Save to create the new user account.
