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Creating an Institution Manager and Enabling Access

Institution Managers have the ability to create and manage any Institution Manager and Program Users within their assigned Thalamus Institutions.

Upon onboarding, an Institution Manager will be granted access and provided an email to create and finalize a Thalamus account. This user will then be able to create additional Institution Managers or other program users.

Create an Institution Manager User

  1. Navigate to the "Users” page

  2. Click the “+ Add User” button in the upper right-hand corner.
    ​

    Add_User_-_Institution_Manager.png

  3. Enter the email address of the program user being added

  4. Select "Search"

  5. If the user already has a Thalamus profile, the user information will automatically display in the required fields. If they are a new user, enter the required information into the fields provided (required fields are marked with an asterisk)

    • First name (required)

    • Last name (required)

    • Email (required)

  6. Select "Invitation Email" preference
    ​For highest security, we recommend sending an email invitation to any new user.

  7. Select the Institution the user should be added to

  8. The Institution Role field will auto populate with “Institution Manager”

  9. Click "Save"

  10. User will now be listed in the Users page
    ​

    Create_Institution_Manager.png

Enable the Cerebellum Institution Dashboard for an Institution Manager

Once the Institution Manager has been created and assigned an institution, the Cerebellum Institution Dashboard can be enabled in the user profile module. Follow the steps above prior to completing this step.

  1. While in the Create User window (as above) or select the "Edit" user profile icon

  2. Toggle the Cerebellum button within the corresponding Institution row to enable the Cerebellum Institution Dashboard

    • button will display as a teal button when enabled

  3. Click “Save”

    Enable_Cerebellum_Institution.png

Disable the Cerebellum Institution Dashboard from an Institution Manager

  1. Navigate to the Users page

  2. Click the “Edit” icon next to the user you wish to edit

  3. Toggle the Cerebellum button within the corresponding Institution row to disable the Cerebellum Institution Dashboard

    • button will be shown as deactivated

  4. Click “Save”
    ​

    Disable_Cerebellum_Dashboard.png

Remove Institution Manager Role from a User

  1. Navigate to the Users page

  2. Click the “Edit” icon next to the user you wish to edit

  3. Click the Circled Red “X” in the corresponding row to remove the Institution Manager role

  4. Click “Save”
    ​

    Remove_Institution_from_User.png

Institution Manager: Program User Role

Assign a Program User Role to an Institution Manager

Institution Managers may also be assigned a program role to any program within the institution they are an Institution Manager. This will allow access to the individual program assigned. By assigning any additional program roles, this will have no effect on the Institution Manager role and will allow the user to login as a either role.

  1. In the Users page, click the “Edit” icon next to the user you wish to edit

  2. In the Program Name field, select the individual program

  3. Select the Program Role the user should be assigned to for that program

  4. The newly assigned program and user role will be displayed below

  5. Click “Save”
    ​

    Assign_a_Program_Role_to_Institution_Manager.png

Updating a User Program Role

  1. Navigate to the Users page

  2. Click the “Edit” icon next to the user you wish to edit

  3. In the Program Name field, select the individual program

  4. Select the new Program Role the user should be updated to for that program

  5. The updated user role will be displayed in the corresponding program row below

  6. Click “Save”
    ​

    Edit_User_-_Institution_Manager.png
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