Adding a User ID

Content

  • Introduction
  • Overview of the User ID
  • Adding a User ID Security Level Requirements and Access
  • Steps to Creating a New User ID

Introduction

This article is meant to assist you with adding a User ID. 

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.

Overview of the User ID

Accessing the extendedReach software system requires a User ID. This is the first step in adding a new hire to the system. An employee would require only a User ID if they need to access the system only. If an employee will be working with cases within the eR system, they will require a staff profile, as well. For assistance with Adding a Staff Profile, please see Related Articles. 

Adding a User ID Security Level Requirements and Access

You must be an Agency Administrator to access “Administration” on the left side of your Workspace. Go to “Organization Settings” and click on “User IDs”.

Image: “Organization Settings User ID Access Screen”

3 Steps to Creating a New User ID

  1. Within User IDs, click on “Add User ID”.

Image: “User ID Add User Screen”

  1. Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.

Image: “User ID General Screen”

“User Information”

Fill out the required (highlighted) fields in the User Information section. 

Image: “User ID Info Screen”

“Login Information”

  • E-Mail Address: You will assign the user a default password. It must be at least 5 characters.
  • Password and Confirm Password: You can create other password rules in Organization Preferences. 
  • Force Password Change on Next Login: This will be checked automatically, so the user selects their own password (instead of your default password) the next time they log in.
  • Send Welcome Email: You can check this, so the user will receive an email with all login instructions. 

Image: “User ID Login Screen”

“Workspace Setup”

This section allows you to designate the Role of user and select the Display you wish the user to view on their Workspace.

“Administrative Support”

  • “Active Referrals portlet”- If you check this, the user will see all active referrals on their Workspace.
  • “Awaiting Approval portlet”- If you check this, the user will see all reports awaiting approval on their Workspace.
  • Show only medical information in case file. This option is for medical subcontractors.

Image: “User ID Workspace Admin Screen”

“Case/Licensing Worker”

  • “All cases (vs. just cases assigned to me)” – If you check this, the worker will see all cases on their Workspace.
  • “All licensed homes (vs. just homes assigned to me)” – If you check this, the worker will see all licensed homes on their Workspace.
  • “Active Referrals portlet” – If you check this, the worker will see all active referrals on their Workspace.

Image: “User ID Workspace Worker Screen”

“Supervisor”

  • “Only workers I supervise and reports I need to approve” – If you check this, the supervisor will see only workers they supervise and reports they need to approve on their Workspace. If they wish, however, they can still access this information under “Cases” on the left side of their screen.
  • “All workers but only reports I need to approve” – If you check this, the supervisor will see all workers, but only the reports they need to approve on their Workspace. If they wish, however, they can still access all “Case Tasks”
  • “Awaiting Approval” under “Cases” on the left side of their screen.
  • “Active Referrals portlet” – If you check this, the supervisor will see all active referrals on their Workspace.
  • “Awaiting Approval portlet” – If you check this, the supervisor will see all cases awaiting approval on their Workspace.

Image: “User ID Workspace Supervisor Screen”

"House Worker/Parent"

Use the Homes field to type in and select the names of the homes or facilities that the house worker/parent should have access to. 

Image: “User ID Workspace House Worker/Parent Screen”

“Other Options”

  • Weekly Status Email: Your agency can choose to send weekly emails to varying groups including cases and homes.
  • File Manager: eR Plugin is the default. This is extendedReach’s proprietary software that allows users to edit documents right in the eR database. 
  • Download Folder: This is the location extendedReach temporarily holds your file while you edit it in eR Plugin.

Image: “User ID Status Email Screen”

“Security Rights”

  • Administrator: “Administrator” indicates the level of security this user will have. (See User Security Permissions for more details.)
  • Apply Profile: By selecting a profile for this user, the system will auto-populate roles typically performed. You are able to then adjust the selections by checking or un-checking roles. (See User Security Permissions for more details.)
  • Miscellaneous Permissions: You are also able to adjust “Miscellaneous Permissions” for the user you are adding, if you wish. (See User Security Permissions for more details.)

Image: “Security Rights”

Press SAVE to complete Adding a User ID

Image: “User ID Save”

Once the employee has a User ID, in most situations, you will also need to Add a Staff Profile for that employee.

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