Managing your organization's Users and Roles effectively is key to ensuring the right people have the right permissions to read and edit certain elements of the Trip Scheduler platform.
Managing Users and Roles
To manage your Users and Roles, go to the left side of your screen on the bottom where it shows “Settings”
Use the Role Management section of the Trip Scheduler Platform when you would like to create Roles for the organization that ensure respective users have the adequate permissions to read and edit certain elements of the Trip Scheduler Platform.
Once you’ve created Roles, go to the User Management section to view all Users in your organization who have access to the platform and create, invite, or remove them. You can also assign each User a Role.
Role Management
To learn how to add a role type, what is a role, or how to assign a role to a user, watch the following video or read the detailed section below.
Creating Roles
To create a new Role click on the blue “+ Add New Role” button in the top right corner
Label the Role Title on the top section of the screen. Below the Role Title section are a variety of different permissions to customize this new Role.
Organization Account
Trip Scheduler accounts can be segmented by entities (such as different facilities) within a larger organization, this section allows users to select whether a newly-created role will be able to see which entity their account belongs to within a larger organization.
Users
Check Read in order to enable this role to view all users in the organization under “User Management”
Configs
Check Read in this section to allow users to see the configuration section in the bottom left corner.
Admin
Selecting options in this section gives the role numerous administrative abilities, including user management, user-interface changes, and the creation of service types for patients.
Trip Requests
Selecting the options in this section allows a new role to view, create, and alter trips at various stages of their lifecycle.
Claim Submissions
This section allows a new role to oversee different aspects of trip approval, escalation, and adjudication.
Patients
Check Read to enable the role to view Patients in the portal. Check the “Write” box to enable the role to input new Patients in the portal.
Finally, click the “Create” button to then create the role.
Now, you will see an updated list view of all newly added Roles in your organization. In the list view, you will see the name of your Role, a summarized view of the total users assigned to the Role, a preview of the Permissions associated with the Role, and then the Operations on the column furthest to the right.
Within the Operations section, you can Remove the selected Role which will delete it entirely. You can also Duplicate the Role if you want to create a new Role with similar permissions. Finally, you can Edit the existing Role to edit the Permissions assigned to the Role.
To remove Users from Roles, you can click on the User icon within the selected row of the Role and a list of Users assigned to the Role with display. To remove certain users, you will click on the three vertical lines and select the Remove button.
User Management
Within this list view, you will see each user’s name, role, email, and last login. On the right side you will also see a red “Remove” button enabling you to remove certain users. If the Remove button is pale, then you do not have the permissions needed to remove that user.
To see how to add a user, how to upload a user, or how to invite a user to the platform, watch this video or read the step-by-step below.
Creating Users
Select this button when you need to create a brand new user to your organization. Their email address should not be associated with any Kinetik Trip Scheduler instance. You will be prompted to submit the user’s First Name, Last Name, Phone, Role, and Email and then click the “Create” button once you are done.
Uploading User(s)
When clicking on this button you will be prompted to upload a file to import users. This action is suitable when you have many users to upload. Ensure that this file is in CSV format and that you include First Name, Last Name, Phone, Role, and Email columns within your file
Inviting Users
Click this button when you would like to invite an existing user, a user who is already using a different Kinetik Trip Scheduler instance, to your organization.