The Admin menu is used for maintaining and updating user information. The left pane displays all users, similarly to the case list displaying all cases. The right pane displays information relating to the selected user highlighted on the left pane.
The specific fields shown in this tab are:
User ID/email | The Username ID or contact email address of the user. |
Second Email | The second email address of the user |
First Name | The first name of the user. |
Last Name | The last name of the user. |
Title | The title, or salutation, of the user. |
Phone | Phone number of the User |
Mobile | Mobile number of the User |
Selected Teams
To select a team simply type the name of the team in the drop-down selection and select the teams.
Remove | To remove a user team from the list simply select the team and click on the 'Remove' button. |
Sort | To sort the team's list in alphabetical order press the 'Sort' button. |
Access States
Disable | This will disable the user from accessing the Iinsight application. |
Without Login Ability | This will create a new user however without any login ability |
With Login Ability (remember to set a password) | This will allow the ability for the user to login with the option to set a password or for a password change on their first login attempt. |
Force to change the password on the next login. | This option will force a password update on the user's next login attempt. |
Untick to reset MFA | This option is used to reset the MFA |
Job Title | The Job title of the user for example; treating doctor, employer, etc |
Qualifications | The qualifications of the user for example; Degree, Bachelor, etc. |
Provider Registration | Determines any unique provider number associated with the provider of the services grouped as being billable within this category. |
To see the next items, use the scroll bar to progress down the page.
Medicare Provider Number | |
Consultant ID | This field is used primarily for Comcare Service Level Contracts where a Consultant ID is a required field in invoices and plans. |
Hourly Raate, Apply GST, Super Rate | To display the user's Hourly Rate, Apply GST, and Supper Rate |
User Profile | This option is used to set the User Profile |
User Type | This option is used to set the User Type for example; Team Leader, Trainee, etc. |
Appointment Availability & Location
Record User's Location | This option is used to record the user's location |
To show the user in the Appointment Area | This option is used to show the user in the Appointment area |
Block user availability in the Appointment Area | This option is used to block the user from the Appointment Availability |
Locale | This option is used to select the Local language for the user |
User Location | This option is used to save the user's location |
Work Time
Time zone | To select the user's Time Zone (+GMT) go to the drop-down menu and select from the options. |
Custom | To select a custom work time simply make a change to the default (from or to) times. |
Business Division | This option will select the normal business times from 8 am to 7 pm. |
All | This option will select have no time restrictions open for 24 hrs. |
Consultant Availability
Custom | To select a custom work time simply make a change to the default (from or to) times. |
Business Division | This option will select the normal business times from 8 am to 7 pm. |
All | This option will select have no time restrictions open for 24 hrs. |