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Version: 3.1

Add or manage users in a responsibility

Overview​

This flow describes how to add people to a responsibility in Care. It also describes how to change or remove the designation of a person.

Pre-requisites​

  • A super administrator created the responsibility. See Create a responsibility.
  • You belong to the responsibility. If you do not belong to it, you belong to a responsibility that manages it. Your role in the managing responsibility holds the permission Can Manage Connected Role Organizations.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can List Users in an OrganizationsLets you open the Users list of the responsibility.
Can Manage Users in an OrganizationLets you link, remove, or change the designation of a person in the responsibility.
Can create User in careLets you create a Care account from the Users list.

Steps​

1. Open the responsibility​

Open your dashboard. Select the Responsibilities tab. Click the card of the responsibility. Care opens the Users list of the responsibility.

Note: The Responsibilities page in the Admin sidebar does not manage the people in a responsibility. Open the responsibility from your dashboard, or from the responsibilities switcher in the sidebar.

2. Read the Users list​

The Users list shows a card for each person in this responsibility. Each card shows the designation of the person.

To find one person, use the search box. You can search by username or by phone number.

Click Link User. Care opens the Link User to Organization sheet.

Search for the person. Select the person from the results. Select a designation in Select Role. Care shows only the roles that apply to a responsibility.

Click Link to Organization.

For the full field-by-field steps, see Assign a role to a user.

4. Add a person who has no Care account​

Click Add User. Care opens the Add New User sheet. Complete the account details.

In Responsibility Assignments, select this responsibility in Responsibility. Select a designation in Designation. To add more responsibilities for the person, click Add Another.

If you skip Responsibility Assignments, Care opens the Link User to Organization sheet after it creates the account. Then select the designation as described in step 3.

For the account fields, see Create a user.

5. Change or remove a designation​

Click Edit on the card of the person. Care opens the Edit User Role sheet.

To change the designation, select a role in Select New Role. Click Update Role.

To remove the person from the responsibility, click Remove User. Care asks you to confirm. Click Remove.

For the full steps, see Change or remove a user's role.

Expected Outcome​

  • The Users list shows the person with the designation that you selected.
  • The person gets the permissions of that role inside this responsibility.
  • If you remove a person, the Users list no longer shows that person.

Concepts:

Flows: