User Configurations

The User tab allows an administrative user to add and modify user profiles and permissions. Existing users can be searched by account name (email), name, and status. To create a new user:

Start by opening to Admin Module → User
Select New
Fill out user info
1. Logon Name: login name for CareConnect (Note: Account Name should be the same as Email)
2. First Name, Last Name, Gender, Title, Language
3. Administrator (All Sites): tag to identify if users have access to all site locations
4. Preferred Contact Method: TBA
5. Email, Cell, Phone
6. Address, Zip, City, State
7. Allowed Sites: to determine what site(s) user has access to
8. Password/Confirm Password: set default password for users (password requirements: at least eight characters including lowercase, uppercase, numbers, and symbols)
Select Save when complete
A unique Pin will be generated for the User to operate mSign and an additional tab will be made available to configure.
Selecting the Roles tab will allow administrative users to configure user permissions. Select Edit to make changes.
1. Billing
  1. Billing Admin: grants user full access to edit a paid invoice
  2. Billing User: grants access to Billing tab without the ability to edit a paid invoice
2. Attendance
  1. Attendance Admin: grants user full access to Attendance tab including the CDNFS reports
  2. Attendance User: only grants access to the Daily, Weekly, and Monthly within the Attendance tab
3. Students
  1. Students Admin: grants full access to Students tab
  2. Students User: grants access to Students tab without the ability to delete family, parent, child
  3. Students View Only: only grants access to view Students tab
4. Admin
  1. Admin User: grants user admission to the Admin tab
5. Message
  1. Message user: grants access to the Message tab
6. mSign
  1. mSign user: grants access to mSign (note: must also have permission to access Attendance)
Select Save at the bottom of the page when complete.