How to Create an SP User

Creating an SP user starts with creating a new user:

1. At Users on the right, click + New to create a new user account. 

2. Before any other setting, enter the

• First or last name (at least one of the two)
• email address
• and password

These details are mandatory to continue editing a new user account.

Once all the mandatory details are filled in, faded areas become editable.

3. Use the Role drop-down to assign the default SP role to the user.

4. Put the user in a group. 

See also How to Create a New User

Additional Tabs

When creating an SP user, three additional tabs are added in the New/ Edit User window:

• In Personal Details, the basic information of the SP can be registered. It is also possible to add custom fields for further personal details.
  

  Note About Custom Fields

  A new custom field added at an SP user will appear at every other SP profile in Personal Details.
   If a custom field is deleted at an SP, the field and its contents will be removed from all other SP profiles as well and cannot be restored.

• Physical & Medical History is for entering keywords for the medical conditions the SP can portray.
  

  Search SPs by Medical Condition

  Use the Smart Search Bar in Users to find SPs by the particular conditions they can portray:

  • Select "SP" as the type of user.
    Additional checkboxes appear.
  • Select the Medical history checkbox to search in the medical conditions of SPs.
  • Enter your keyword in the search bar.
    The system will list every SP who has the condition registered at Physical & Medical History in their profile.

  

   

• Activity logs the latest SP data entry instances and sorts them by Cases and Activities.
  Any other action performed by the SP can also be registered manually.
  Logs can be deleted as well with the red minus sign.