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Manage organization(s) & user(s)

Add a user to an organization 

Once you log in to the Admin Portal using multi-factor authentication: 

1. If the main menu (left-side panel) is not immediately visible, click on the menu icon (top left corner). 

2. Click Organizations

9_OrgsViewOnly.png

(click to enlarge)

3. Find and click on the name of the organization to which you want to add a user.

4. Once within an Organization's profile, click Users then click Assign.

B_AssignButton.png

(click to enlarge)

5. Locate the user you want to add, then click the icon in the Action column (right-most column).

C_AddUserLink.png

(click to enlarge)

7. Click Confirm on the pop-up window.

D_PopupConfirmButton.png

(click to enlarge)

Remove a user from an organization 

Once you log in to the Admin Portal using multi-factor authentication: 

1. If the main menu (left-side panel) is not immediately visible, click on the menu icon (top left corner). 

2. Click Organizations

9_OrgsViewOnly.png

(click to enlarge)

3. Find and click on the name of the organization to which you want to add a user.

4. Once within an Organization's profile, click Users.

5. Click on the user you want to remove from the organization. 

REPLACEMETOOE_OrgUser_Engineer.png

(click to enlarge)

6. Next to the name of the organization, click the icon in the Action column. 

E_OrgUser_Engineer_Remove.png

(click to enlarge)

7. Click Confirm on the pop-up window.

F_Remove_PopupConfirm.png

(click to enlarge)

Enable or disable an organization
  • If disabled, an organization won't pull messages from pharmacies.
  • If re-enabled, an organization will pull messages from pharmacies again. 

Once you log in to the Admin Portal using multi-factor authentication: 

1. If the main menu (left side panel) is not immediately visible, click on the menu icon (top left corner). 

2. Click Organizations

9_OrgsViewOnly.png

(click to enlarge)

3. Click on Details.

4. Click on Edit

5. Move the Status toggle to:

  • On (blue) to enable an organization
  • Off (gray) to disable an organization

6. Click Save

Enable or disable a user 

Once you log in to the Admin Portal using multi-factor authentication: 

1. If the main menu (left-side panel) is not immediately visible, click on the menu icon (top left corner). 

2. Click Organizations

9_OrgsViewOnly.png

(click to enlarge)

3. Find and click on the name of the organization to which you want to add a user.

4. Once within an Organization's profile, click Users.

5. Click on the user you want to enable/disable. 

REPLACEMETOOE_OrgUser_Engineer.png

(click to enlarge)

6. Click Edit.

G_User_EditButton.png

(click to enlarge)

7.Move the Status toggle to:

  • On (blue) to enable a user 
  • Off (gray) to disable a user; in the drop-down menu that appears, select a reason for why you are disabling this user 

H_User_Edit_StatusToggle.png

(click to enlarge)

8. Click Save

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