Administrators
An overview of the 'Administrators' page within 'Accounts.
In the 'Administrators' tab, Super Admins can manage the accounts of administrators. Administrators have the ability to view the activity and reports of other users and administrators in the system based upon how they are permissioned.
Accessing Administrators
Navigate to the 'Accounts' page on the left navigation.
Click on the 'Administrators' tab.
Managing Administrators
In the 'Administrators' tab, Super Admins can view and manage the accounts of all the administrators within the R1 Discover platform. Here's how you can use the functionalities provided:
Adding New Administrators
Click on 'Add Administrator' to enter details for a new admin account.
Fill in the mandatory fields:
Username: This is a name unique across the entire R1 Discover platform
Email: Each Admin requires a unique email that they will use to interact with the system. It will be used for logins, password resets, activity completion reports, and coming soon optional notifications.
User Role: This role determines the Admin's level of permissions.
See Permissions Matrix for details on types of permissions
Administrator Type: Practitioner should be selected if the Admin will have Users aligned to them. Otherwise, it's a simple system role used for reporting.
Assign Location(s): This field determines the users the Admin can see. They will only see Users at the intersection of assigned locations and programs. It's possible to assign a single location, multiple locations, or 'All Locations'
Primary Location: This field does NOT impact permissions. It's the location that all of the Admin's activities in the system will be aligned to for reporting purposes.
Assign Program(s): This field determines the users the Admin can see. They will only see Users at the intersection of the assigned locations and programs. It's possible to assign a single program, multiple programs, or 'All Programs'
Primary Program: This field does NOT impact permissions. It's the program that all of the Admin's activities in the system will be aligned to for reporting purposes.
Fill in the optional fields:
First & Last Name: Optionally include the Admin's First & Last Name. They can add later in their profile if they choose.
Phone: Optionally include the Admin's Phone Number. They can add later in their profile if they choose.
Description: Optionally include a description for the Admin. They can add later in their profile if they choose.
Password: Optionally set the initial login password for the Admin. They will be required to change upon their first login.
Select 'Save'
Once Save is selected, the new administrator will immediately get an email with details on setting up their account. Be sure to share the setup guide with them to help getting started.
Importing Administrators
It is also possible to bulk add / edit administrators via the import function. This is the recommended and most efficient route if you have many admins to add to the system.
Select Export CSV: This will down a CSV file, this is the import template.
Find and Open the CSV:
Add the following mandatory fields:
ID: This field MUST be left blank for NEW admins
For updating existing admins, this field MUST be completed w/ their R1 Discover ID
Username: This is a name unique across the entire R1 Discover platform
Email: Each Admin requires a unique email that they will use to interact with the system. It will be used for logins, password resets, activity completion reports, and coming soon optional notifications.
Role: This role determines the Admin's level of permissions.
See Permissions Matrix for details on types of permissions
employee_type: Practitioner should be selected if the Admin will have Users aligned to them. Otherwise, it's a simple system role used for reporting.
assign_locations: This field determines the users the Admin can see. They will only see Users at the intersection of assigned locations and programs. It's possible to assign a single location, multiple locations, or 'All Locations'
default_location: This field does NOT impact permissions. It's the location that all of the Admin's activities in the system will be aligned to for reporting purposes.
assign_programs: This field determines the users the Admin can see. They will only see Users at the intersection of the assigned locations and programs. It's possible to assign a single program, multiple programs, or 'All Programs'
default_program: This field does NOT impact permissions. It's the program that all of the Admin's activities in the system will be aligned to for reporting purposes.
admin_status: The status of the admin (active/inactive). Input 'active' for new Admins
Fill in the optional fields:
first_name & last_name: Optionally include the Admin's First & Last Name. They can add later in their profile if they choose.
Phone: Optionally include the Admin's Phone Number. They can add later in their profile if they choose.
Description: Optionally include a description for the Admin. They can add later in their profile if they choose.
Save the file as a .csv & note the location
Select "Import Administrators"
Select the newly saved .csv file
Select OK
Editing Administrator Details
To edit an administrator's details, click the 'Edit' button next to their name.
After their account has been setup, personal details cannot be changed here. They have the ability to do so in their own profile. Editing an Admin has to do with altering the role and permissions, these are the fields that can be edited:
User Role. See Permissions Matrix for details on permissions.
Administrator Type: Practitioner should be selected if the Admin will have Users aligned to them. Otherwise, it's a simple system role used for reporting.
Assign Location(s): This field determines the users the Admin can see. They will only see Users at the intersection of assigned locations and programs. It's possible to assign a single location, multiple locations, or 'All Locations'
Primary Location: This field does NOT impact permissions. It's the location that all of the Admin's activities in the system will be aligned to for reporting purposes.
Assign Program(s): This field determines the users the Admin can see. They will only see Users at the intersection of the assigned locations and programs. It's possible to assign a single program, multiple programs, or 'All Programs'
Primary Program: This field does NOT impact permissions. It's the program that all of the Admin's activities in the system will be aligned to for reporting purposes.
Select Save, the new permissions take effect immediately.
Activating/Deactivating Administrators
At any time it is possible Activate or Deactivate an Administrator.
Deactivating Administrator(s)
When an Administrator is deactivated, they lose total access to their account. They are no longer able to log into their account, view any data, or take any activities.
Deactivation happens immediately once the Deactivation Icon in selected AND confirmed. (See Red Circled Trash Icon on right of Administrator line item.
Reactivating Administrator(s)
When an Administrator is reactivated, they gain full access back to their account. They are once again able to log into their account, view data, and take activities. It is important to revalidate their permissions by selecting 'Edit Admin' once they are reactivated.
Reactivation happens immediately once the Reactivation Icon in selected AND confirmed. (See Green Circled User Icon on right of Administrator line item.
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