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[NEW] How can I manage users for my institution / organisation?

Updated by BRIGHT

How to manage users on BRIGHT

All admins & user managers will be able to manage users for their own institution / organisation via the settings dropdown.

On the user management page, you will be able to

  • search for a specific user within your institution / organisation

  • add a new user

  • edit an existing user's information

  • disable an existing user

Roles available

There are 3 roles you may assign a staff to:

Staff

User Manager

Admin

PHI

  • Can view, create and manage referrals

  • Can create, edit, and remove users from organisations

  • Cannot view or manage any referrals

  • Can view, create and manage referrals

  • Can create, edit, and remove users from organisations

SP

  • Can view, create and manage referrals

  • Can update outcome for referrals assigned to their organisation

  • Can create, edit, and remove users from organisations

  • Cannot view or manage any referrals

  • Can view, create and manage referrals

  • Can update outcome for referrals assigned to their organisation

  • Can create, edit, and remove users from organisations

  • Can update organisation and location details

User Access Management Tips

You may export all organisation users using the Export function, this will provide you with a CSV of all your users.

From the CSV, you may then sort and filter users based on what is relevant to you. You can add tags to users for better filtering ability using the user's department field.

You may also view our interactive guide for user management here!

Topics:

Admin Guides

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