Overview
Users are employees with login credentials and are also referred to as teammates. Only admins can add and manage users. In this article, we’ll go through how to add a new user to the system.
Navigating to Access Control
To add a new user, you must first navigate to your Access Control menu within the Management tab.
In the top ribbon, click on the Management tab. This will open the left panel, where you can expand the Access Control options. Under Access Control, select Teammates.
A list of your current Teammates will display in the main window.
Adding a New User
To add a new user, click the blue plus sign in the top right of your screen.
The New Team Member page will open. Any fields with an asterisk (*) are required to create a new user.
Adding Team Member Details
Enter any Team Member information you have. Be sure to complete all fields with an asterisk as those are required fields:
First Name: The user’s first name.
Last Name: The user’s last name.
Email: The email address that will be used to communicate with the user and tied to their account.
Login: This is the username they will use to log into the system. You should create a naming scheme for your organization, for example a user’s first initial and last name Jane Doe would be jdoe.
Credentials: A space to enter any relevant professional credentials held by the user.
Certifications: A place to enter any certifications earned by the user.
Available for Scheduling: Check this box if the user has a schedule you want in the system. For more information on schedules in NikoHealth, visit our help article on this topic.
At the top of the "Team Member" box, you can manage the status of this user. If employees leave your organization or need NikoHealth access removed, you can toggle to "Inactive". Otherwise, current users should be set to "Active".
Creating User Tags
In the Tags section, you can create tags for this user. Tags act as quick labels that can be used to make associations for the user and are helpful when searching through your teammates. For more information on Tags in NikoHealth, visit our help article on this topic.
To apply a Tag that has already been set up, begin typing the name of that Tag and it will auto-populate.
You can have multiple tags associated with a user. To remove a tag, Click the X to the right.
Adding Inventory Location
The Inventory section is optional. Adding a default location will determine which Inventory Location will default when this user is working with orders. Inventory Locations need to be set up ahead of time to populate. For more information on adding Inventory Locations, visit our help article on this topic.
To set the default location for this user, start typing in the field and then select the correct location.
Adding Organization Location
The Organization Locations section is also optional. If an Organization Location is assigned to the user, this location will default when the user takes certain actions (for example, as the default inbox location).
Save User and Add Permissions
After you've completed all the required fields, click the blue "Save" button. If the button is not clickable, you have likely left out information for a required field.
After saving the new user, a "Permissions" Tab appears at the top of the New User panel.
Click on the Permissions Tab to assign the new user a specific Role and/or set of NikoHealth system permissions.
To learn more about adding permissions for new users, visit our help article.
You can also view a list of User Roles available in NikoHealth, including specific permissions included in each User Role, in our User Role Descriptions article.
And for more information on adding users to Teams in NikoHealth, visit our help article on that topic.