Staff

End users are managed from the 'Staff' tab. Creation of accounts, manage privileges, change password, upload users, and manage user options. All contact details are listed in the 'Staff' tab. You have the ability to compose an email message to the end user and you can click on a phone number to make a phone call using an app (Skype, FaceTime, etc..).

To find an end user, you can use the search function or select the numbers at the bottom of the page. Type in the name or email address to search in the text box and press the search icon.The search function in the 'Staff' tab includes both the provider full name, print name, and provider group name. Inclusion of the print name in the search facilitates finding the record for the provider when provider print names are based on abbreviations.

To find existing end users, you can search for the provider's first name, last name or email address from the 'Add User' function and then, click the check box next to the provider's name to grant access. This will only work, if they have an existing account. Otherwise, you'll have to create a new account.

Note: If at least 3 letters are entered for the 'Last Name', the search results may include up to 15 entries

A filtering function can be used to search for 'Active', 'Inactive' end users, and Provider groups. Once; you click the 'Apply' button it will display the selection you chose. If you are searching for an inactive provider make sure to adjust the filter in left hand corner before you do the search.

If a user has privileges to only 1 of the locations for the group, then the location code is omitted in the display. When switching to a different location (for the same group), the user will no longer appear in the table.

Single user operations

Add User: Add a new user to the selected location.

A message displays informing you that a login email has been sent to the new ByteBloc user.

Edit User: Edit user currently selected.

User Options: Manage the options affecting the appearance of the schedule for the user currently selected

Delete User: Remove the user currently selected. You can only delete administrators and support staff end users. Providers cannot be deleted because dependent data exists.

Change Password: Changes the password for the user currently selected

Bulk user operations

Upload Users: Create or update users and providers for the current location from a spreadsheet

Manage Privileges: Manage privileges for all users

To deactivate a provider

You cannot delete provider accounts due to existent data. However, you can deactivate provider accounts.

Select the 'Staff' tab

Search for the provider's name

Click the check box next to the provider's name and choose the 'Edit User' option from the top menu

In the 'Privileges' tab, uncheck the 'User active at this location' check box

Lastly, click the 'Save' button

The provider account will become inactive

See 'How to deactivate a provider account' for more details.

To reactivate a provider

Click the filter icon under 'Staff'

Uncheck 'Active' and check the 'Inactive' check box

Select the 'Apply' button to filter

Search for the provider's name

Click the check box next to the provider's name and choose the 'Edit User' option from the top menu

In the 'Privileges' tab, select the 'User active at this location' check box and the 'User is a provider' at this location check box, too

You can set up the 'Provider privileges' and save these changes to apply

See 'How to reactivate provider account' for more details.

To download a list of end users: Click on the 'Exports the table to a spreadsheet' icon

Note:The external IDs for providers are included in the staff export to Excel.

Sort: You can sort the list by any column just click on the column heading. If you are looking at the people by priority then sort by last name, if you are looking at all accounts for the same person then sort by first name.

Compose email: Select an email address within the 'Email' column. Your default mail program will compose an email message with the end user's name you've selected in the 'To' field.

Note:

If you've added an additional location to your group and you need an end user to have access to the new location. You can extend their privileges by making them available at the other location within the 'Privileges' tab by selecting 'Edit User'.

Display of privileges has been updated to hide inactive provider records by default.

If you receive the following warning message, 'This value cannot be used as specified. Choose a different value.' There's an existing account using this email address. Usually, the account is inactive within your group or this end user has an account with another group. If they have an account with another group, please contact support@bytebloc.com or call us at 781-890-9100 extension # 2 and we can merge the accounts for you.

Note: All 'add/edit' pages and modal popups can save (CTRL key + S key) and cancel (ESC key) using keyboard shortcuts.