For most Elemeno implementations, you do not need to add users manually as users can self-register, can request access directly from Elemeno or sign in via your institution's Single Sign On (SSO) authentication system. That said, there are times when you may want to manage users yourself.
Access to User management tools is available via Site Manager's Tools.
Steps
Accessing User Management Tools
To access the site Manager's Tools, go to the Profile drop-down menu and select "Site Manager's Tools"
Select User Management in the left-hand navigation menu.
Adding Users One-at-a-Time
Near the top of the Users screen you will see a series of blue buttons. Click Add User.
Fill in the form. The Team is the team to which you want the user assigned for reporting purposes.
Secondary email is the only field that is not required.
"This user is a manager" checkbox - If you select this box, you are making this user a Site Manager (aka Site Administrator) who can access the Site Manager's Tools and can perform the administrative tasks available there.
The Team View field will populate later if the user should self-select a different view from their assigned team. This will not affect to which team they will be affiliated for reporting purposes.
Click the Save button in the lower right-hand corner. The user will now receive the following email from Elemeno Health:
As a best practice, you may want to contact the user prior to inviting them to explain what Elemeno is and alert them that this invitation email will be coming.
Adding Multiple Users at Once
Near the top of the Users screen you will see a series of blue buttons. Click Batch Invite.
Follow the instructions on the next page. On that page you will find a template that you can download to assist in making your list.
Caution:
Team names must appear exactly as they appear on Elemeno. To see your team names, go to your personal Profile. You will see the team names used on your instance of Elemeno in the "Team View" drop-down. Alternately, ask your Strategic Account Manager for a list.
If you do not include Team, the user will be able to select one when they first sign in.
The Permissions column is best left blank for all regular users. For users who should be Site Managers, you can add Manager on the line with their name, or you can just adjust their user record after you have uploaded the list.
Select and upload your CSV file. If there are no errors, data will appear in the rectangular window, and the Status will change to "Ready to send invites to users." If there are errors in the file, you will see an error message with an explanation of what is missing. If you experience issues with this process, please reach out to your CSM for help formatting the CSV file.
Click the Invite Users button.
All users on your list will now receive the following email from Elemeno Health:
As a best practice, you may want to send an e-mail from your work email prior to inviting the user that explains what Elemeno is, and alerts them that this invitation email will be coming.
Re-sending Invitations
If a user has not logged in yet and reports that they can not find their invitation, you can re-send the invitation. If they have logged in at least once or your site is set up for your institutional Single Sign On (SSO), you can just send them the URL for your site, and they should be good to go.
Search for the user using the search bar.
Click the gray check box to the left of their name. This will only work for users whose status is "Invited."
Click the Resend Invitations button located at the top of the page.
To see a list of users who have not yet established their accounts, click on the Status header and it will sort users according to their status.
Deactivating Users
To deactivate a user's account, click on "View Details" in the right-hand column for that user.
Click the orange "Deactivate" button in the lower-right-hand corner of the Edit User page.
When the user has been deactivated, you will see a green confirmation banner at the bottom of the screen and will be returned to the Users screen.
Reactivating Users
First, locate the deactivated user's record by applying the "deactivated" filter in the User Manager view.
To reactivate a user's account, click on "Edit" in the right-hand column for that user.
Click the "Reactivate" button in the lower-right-hand corner of the Edit User page.