Access CareConnect Provider mobile app (iOS and Android) or CareConnect Provider Web.
Adding different staff/users to your organization is available in the Admin Module within CareConnect. There is no limit to how many users have accounts with access to CareConnect. When adding staff, you also have options to limit the different levels of access for each. Setting up staff access is available in the Admin Module --> Users section.
A. Add New Staff
1. Within the Users section --> Click New to create a new staff
2. A new page will open with 3 available tabs, to specify different information for the new staff. Start by filling in the information in the Profile tab:
- Login Name: Enter a login name for the staff; CareConnect requires an email address to be used as a login name
- Staff PIN: This is a Personal Identification Number that will be automatically generated for this staff once his/her account is created.
- First Name, Last Name, Gender, Title, Language
- Administrator (All Sites): Check this option if this new staff will have access to all site locations
- Preferred Contact Method: Select the preferred contact method for the staff
- Email, Cell, and Phone
- Address, Zip, City, State
- Allowed Sites: Select different site(s) from the list to determine what site(s) should this staff have access to
- Password/Confirm Password: Set default password for the new staff. CareConnect's password requirements are at least one number (0 - 9)
- At least one lowercase letter (a - z)
- At least one upper case letter (A - Z)
- At least one special character (such as ! % @, etc.)
- At least 8 characters and at most 16 characters
3. Select Save once done.
4. Once saved, the staff's profile page will remain where you may review his/her profile information.
a. A unique Staff PIN will be generated and displayed for this new staff. This staff may use his/her unique PIN to operate the kiosk attendance capturing tool within the mobile application of CareConnect.
5. Next is to specify the level of access for this newly added staff. This is available in the Roles tab; select Edit to make changes:
- Dashboard: This is to allow the staff access to the Dashboard module
- Attendance: This is to allow the staff access to the Attendance module; there are 3 types of permissions:
- Full: This allows staff full access throughout the Attendance module
- User: This allows staff access to modify and view details of all students' attendance information throughout the Attendance module, but no access to the CDNFS/EENFS Report if applicable for your program.
- View Only: This allows staff view-only access throughout the Attendance module. Will not have the ability to modify or delete any attendance records
- Student: This is to allow the staff access to the Students module; there are 3 types of permissions:
- Full: This allows staff full access throughout the Student's module. Will have the ability to delete student and family records.
- User: This allows staff access to modify and view details of all students' information, but no access to deleting a student or family records.
- View Only: This allows staff view-only access throughout the Student's module. Does not have the ability to delete or add any student records.
- Subsidies: This is to allow the staff access to the Subsidies module. If your program provides subsidy child care to an Alternative Payment Subsidy Child Care Agency, this module is to submit electronic invoices to those AP Child Care Agency that you're connected with.
- Admin: This allows staff full access throughout the Subsidy module.
- Claim & Time Sheet: This allows the staff access to the Claim & Time Sheet section of the Subsidy Module.
- Explanation of Payment: This allows the staff access to the Explanation of Payment section of the Subsidy Module.
- Subsidy Students: This allows the staff access to the Subsidy Students section of the Subsidy Module.
- Admin: This is to allow the staff access to the Admin module
- Message: This is to allow the staff access to the Message module
- Billing: This is to allow the staff access to the Billing module; there are 3 types of permissions:
- Admin: This allows staff full access throughout the Billing module
- User: This allows staff access to modify and view details of all the billing information throughout the Billing module, but no access to deleting or voiding any records
- View Only: This allows staff view-only access throughout the Billing module
- mSign: This is to allow the staff access to the mobile application of CareConnect to operate the kiosk attendance.
6. Select Save at the bottom of the page once done.
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