How do I update the profile for an existing Manager account?

Modified on Mon, 22 Jul, 2024 at 5:30 PM

When a manager account has been set up there may be occasions when the access needs to be adjusted:

  1. Account details – These are unlikely to be change because most of the time they will be linked to a main end-user account.   However, the job plan manager role is the most likely to be changed.
  2. Permissions – this is where you can increase or limit the type of tasks that a manager is able to do. This includes creating and assigning templates and priority templates, setting up job plans or adding an effective date to a job plan. The minimum task would be for a manager to participate in job planning.
  3. Limits to access – a manager either has their access limited by department or by participation
    1. Limit by participation means that the manager will only see End Users on their dashboard to whom they are assigned as a participant.
    2. Limit by department means that a manager will see all the people in the selected department/s on their dashboard. Limiting by department may significantly increase the number of doctors on the dashboard but the manager will still be able to filter to see only the job plans that they are participating in.

 

NOTE: Please remember to save any changes that are made

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