ADD USERS
1. Log in as District/County Administrator OR Agency/Building Administrator.
2. At the main menu, click on the words Administrator Menu.
3. In the drop down box, select Add User.
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4. Enter the user’s first name. Enter the name EXACTLY as it should appear.
5. Enter the user’s last name. Enter the name EXACTLY as it should appear.
6. Enter the user’s title. Additional administrators should be given the title “unassigned”.
7. Enter the user’s email address.
8. Enter the user’s license number. If the license number is not known, or the user is not licensed, enter NONE for the license number.
9. Enter the user’s license expiration date. If the user does not have a license, enter 99/99/9999 as the expiration date.
10. Click next.
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11. Choose the user’s organizational role and click next.
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12. Select the user’s district/county and click next.
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13. Select the facility or facilities the user will have access to and click next.
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14. Select the user’s therapy type and click finish. If the user is an agency/building administrator, select all therapy types.
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15. Print the form showing the new user’s information.
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16. Send both
the printed
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17. The user must sign and date the confidentiality agreement and forward it to their agency/building administrator.
18. The printed