Add a user
As a global administrator, you can add users to the entire organisation, or to one or several specific clinics.
To add a new user in Visiba Care, follow these steps.
- Click on Users under the heading Organisation from the sidebar menu to the left.
- Hover over the plus sign at the bottom right. The Add user option is displayed.
- Click on the plus symbol to add a new user.
- Fill in the user information. Please note that all fields marked with an asterisk (*) are mandatory, ie. First name, Surname, Email address, Username and Password.
- Under Permissions, check the access you want the new user to have based on their role: Administrator, Scheduler, or Healthcare professional. A user can have several roles in parallel. If you want to add more users, click the Add another user checkbox. Please note that, if the person you are adding already has the Healthcare professional user permission and you have checked the Add another user box, you will be redirected to the new user’s page. To add user specific Speciality and Notifications, search for the user and fill in the information. Alternatively, the new user can fill out the fields in Professional Settings himself/herself.
- If you don’t want to add more users, make sure that the checkbox is not marked and click on Add.
- For a Healthcare professional, you can select which Reasons for contact, Specialities and Units this user will manage.
- Finally, tick all the notifications you wish the user to receive. If the default settings apply, you don’t need to change anything. If you want to customise the notifications, untick the Standard value boxes. You can customise notifications that are sent via email or SMS. Change according to your preferences and click Save.
Edit and delete users
To edit or delete a user in Visiba Care, follow these steps.
- Click on Users under the heading Organisation in the sidebar menu to the left.
- You can search for a user through filtering by Title, Speciality, Clinic or Permission. You can also search by name. The users matching your filtering criteria will appear on a list.
- To edit a user, click on an entity on the list. You can view and edit the User information, Permissions (Administrator, Scheduler, Healthcare professional), Specialities, Reasons for contact, Units and Notifications.
- Make your changes and click on Save. Please note that the Save button appears after changes have been made.
- To remove a user, search for the person on the list and hover over the user’s row. Click on the x symbol that appears on the right. You will see the question Are you sure you wish to remove this user?. Click on Yes to complete the action.
- If you are trying to remove a user that has ongoing or planned patient cases, for example a booked appointment in the calendar or an active message conversation, an error message is shown. The booking / conversation needs to be cancelled or re-assigned to a colleague before the user can be removed.
- To export users, click on the three vertical dots at the top right corner and choose the format you want to export to .xls or .csv