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Where can I find the SiteAdmin features?

Main toolbar

A SiteAdmin menu is visible on the Main Toolbar to those users with SiteAdmin access and when clicked will shows the SiteAdmin sections and features of the system.

From the site selection menu of the main toolbar select the site you wish to carry out SiteAdmin actions in.Image Removed

Click on SiteAdmin menu option of the main toolbar

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Dashboard

There are buttons on the Dashboard for SiteAdmin users which enable them to access the manage user and cases features.

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SiteAdmin Features

Manage User Accounts

You will need to repeat this process for every individual site you wish the user to have access to.
You can permit different access levels for each site if necessary. 
  1. In the site selection menu of the main toolbar select the site you wish to add the user account to
  2. Check for an existing account by searching for a user. 
    1. Click on the Manage Users button of the dashboard or the SiteAdmin menu Manage Users option.  This will take you to the manage users page
    2. Click on the Find a user button Image Removed
    3. Enter the surname of the new user into the Last Name field and click Search
      1. all existing user accounts matching the last name will be shown.  You should then check the roles of the account to ensure they have been assigned (see Add Access) and notify the user they already have access
      2. If there are no results this indicated there is no currently access for this user and you can proceed to creating a new account. 
  3. Create user account by clicking the Create new user button.  This will open the Create User page. Image Removed
  4. In the Create User page enter the user's email, first name and last name and click CreateUser.  You will see a message advising the account has been created with the option to open up a blank email message to send to the user. This has now created the new user account.
  5. You will now need to assign the data the user account can access

User Account Passwords- The system is designed for users to self manage their passwords. Once you have created the account and assigned the relevant access you can notify the user that the account is active. They should then use the forgotten password link of the login screen to assign their own password to their account.  Once this has been done the user will be able to log into the system.

If you are having problems with creating the accounts yourself please complete the attached form for your Trust and send this to Clarity who will be able to assist.

New User Account Request.docx

New User Account Request - South Tees.docx

New User Account Request - North Tees.docx

New User Account Request - Co Durham.docx

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titleCreate New User Accounts
Expand
titleAssign User Access

Please Note:  To change the access a user has for a particular site, you must be a SiteAdmin user for that particular site.

  1. Locate the user account either by accessing the Manage users section.
  2. Click on the Find a user button
  3. Search for the user account by either the email, first name or last name information and click on Search.
    1. All existing user accounts matching the last name will be shown.  You should then check the roles of the account to ensure they have been assigned (see step 5) and notify the user they already have access
    2. If there are no results this indicated there is no currently access for this user and you can proceed to creating a new account. 
  4. One the search results page, click Open for the relevant user account in the search results 
  5. The user account page will then open to show all available roles If roles have already been assigned to the user this will be shown as a red button with the option to remove the access 
    • If roles have already been assigned to the user this will be shown as a red button with the option to remove the access
    • If a role has not been assigned it will be shown as a green button with the option to add this role
  6. Repeat the assigning of roles for each site you wish the user to access by selecting the site selection on the main toolbar and repeating steps 1 - 6.
  7. Notify the new user that their access has been created, advise them of their username, the address of the system and advise the User they will need to assign their own password using the forgotten password link on the log in page.

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