After the profile for an account Admin has been created, additional staff members can be added to Clinician Nexus. This article outlines managing staff and identifying appropriate staff roles, based on role permissions.
After reading this article you will be able to...
Staff Role Permissions Overview
Add New Staff Individually
Add New Staff in Bulk
Edit Staff Roles
Remove Staff
Staff Roles Overview
School staff can be assigned one or more roles in Clinician Nexus.
Roles:
Admin: Access to all organization
Coordinator: Access to student information, scheduling, and rotation management
Faculty: Access to individual rotations they've been scheduled onto, and onboarding requirements for those rotations
Report Viewer: Access to aggregate rotation data only
Add New Staff Individually
Click Settings from the left navigation menu
Next, click Staff
Click the +Add Staff at the top of the page to add a new staff member:
In the New staff popup window, enter the staff member's name, email address, assign them to the appropriate organization, add a title, create a custom welcome message, and assign their role:
The staff member will automatically receive an email invitation to join Clinician Nexus and create a profile.
Or, if the staff member has an existing account in Clinician Nexus, they will receive a notification that they have been added to your organization.
Add New Staff in Bulk
Click Settings from the left navigation menu
Next, click Staff
Click the Import Staff at the top of the page:
Click Upload Staff
Click Download and fill out the fields in the template including
Upload the spreadsheet and click Upload & review
You can review the information, and edit individuals if necessary. To upload all, click the top left checkbox to select all and click the teal Import button.
Note: If you would like to only upload some staff, but not all, you can select individual staff members to import by clicking the far left checkbox by their name.
Edit Existing Staff Roles and/or Remove Staff
Click Settings from the left navigation menu
Click Staff from the submenu
From the list, click on the staff member to edit
In the person's information window, edit their title, add/remove roles, or add/remove students assigned to them. Click Save.
Here, you can also remove the person from your organization by clicking the Remove button.
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