Users: Summary
Video Tutorial
Step-by-Step
1. When you are on the homepage for CloudPCR, you will look to the left side navigation menu and select the tab labeled Administration, you will then click the Users button.
2. You will then see this window where you can view all your CloudPCR users. From here you can hide some of the columns or rearrange the header in a particular order by using the Column Chooser.
For instance, you want to hide the Email and Created columns.
To do it, simply drag the column header to the "Column Chooser." Click "x" when you are done. If you want to show these hidden columns, just drag them out of the "Column Chooser."
To rearrange a column, simply drag and drop its header to the desired location.
From the same window, you can also edit or delete a user by clicking these buttons:
Edit button
Delete button
There is also an option to export the file to Excel.
Export to Excel File button
In the same window, you can also Create New User.
Once you select the Create a New User button, you will be prompted to fill out the following fields:
First Name: Enter the employee's first name
Last Name: Enter the employee's last name
Email Address: Enter the employee's preferred email contact information
Username: Create the employee's username
State ID: Enter the Agency's State ID number
Agency Certification: Enter the Agency's certification number
Agency Certification Expiration: Enter the date that the certification will be expiring
Employee ID: Enter the Employee's ID number
Phone: Enter the employee's preferred phone number
Date of Birth: Enter the employee's date of birth
You are also able to further customize their account by selecting some of the following options:
* You can select whether you want the User to have a random password
* You can select whether you want the User to be prompted to change the password when they login next
* You can select whether you want to send an activation email
* You can select whether the User is an active user or not
* You can specify whether the User is an active attendant or an active EMS personnel
Roles: This is where you will be able to choose a user's role for your organization.
User- they will only be able to see the options/settings that appear on the home screen of CloudPCR
QA Admin- they will be able to see the options/settings that appear on the home screen of Cloud PCR and all the options/settings that appear under the QA/QI tab on the left side naviagation menu
Admin- They will be able to see the options/settings that appear on the home screen, under the QA/QI tab, and the options under the Administration tab on the left side navigation menu.
If you would like to edit/delete a user you can do so by finding the user that you want to edit and then go to either the edit or delete button under the action tab on the User screen.
Other helpful features:
Export- You will be able to export your user list into an excel spreadsheet
Search- The search tool allows you to find a user by using their first name, last name, username, or email!