How do I add new or manage existing users?

Creating and editing users

Create a User Account:

To create a user account from the eCMS Dashboard: 

1. Click the blue “Manage Users” button on the left side of the screen. 
2. Click on Add New in the top left corner of the page. 
3. Type the user’s First Name and Last Name. 
4. Select Gender.
5. Type a Username  - NOTE: Our suggested Username convention is the first initial of the first name, followed by the full last name (George Kelly – gkelly). For security purposes, the system automatically adds 3 numbers to the username after you create the account, e.g., gkelly490. You have no control over these numbers. 
6. Type a Password. 
   1. Passwords may not be identical to usernames and must be at least 9 characters, with 1 capital letter, and 1 numeral. 
   2. There is a checkmark in the “User must reset password” box which requires the new user to reset their password to one only they know. 
   3. You may uncheck the “User must reset password” check box to prevent this requirement. 
7. Type the same password again in the Confirm Password text box. 
8. Leave the Email box empty. 
9. Alternate Email is an optional field but is preferred to add. This helps users when account linking with the mobile app and other future features. 
10. Type the user’s Title if that title should appear in the staff directory. 
11. Select a Role for the new user account: 
    1. Role_Community_Admin – For Community Managers who are allowed access to the community Admin Panel. This role allows the user to log in to community user accounts, reset passwords, create and edit users, add, edit, and delete content created by an admin user in the community. 
    2. Role_Community_Staff – For Community Managers or Associates who do not have access to the admin panel. 
    3. Role_Resident – For Residents. This role appears in the Resident Directory and does not have access to the admin panel. You must select a specific program. 
    4. Role_Family – This role grants the user access to the resident portal and the mobile app (with some limitations). You must select a specific program. Community admins can link family members to the resident for them to see engagement at the community. There are many other future enhancements planned. 
12. The Client is already set and Community fields may display all or one community for that client based on your permissions. Make sure you set the appropriate program for residents and staff (or all for community admins if appropriate). 
13. Leave Job Code Blank. 
14. Security Question and Security Answer should be left for the user to complete. 
15. Picture: Click Choose File to upload the user’s profile photo from your computer (if applicable) or URL and add the URL link.
16. Click the box next to Active to activate the user’s account. 
17. Click Next Step to save the new user account. The system generates the unique Username with 3 numbers appended. The username appears on the top of the screen. At this point, the account is saved. 
18. After clicking Next Step, a page displays for you to provide additional information. This is optional. 
19. “Public to Community Page” is a legacy item only for clients not yet on the new Resident Portal. 
20. Check “Public to Digital Sign” for staff members to be highlighted on the web-based portal and digital sign. 
21. Click “Public to Directories” for the resident or staff to appear inappropriate directories on the Mobile app and Resident Portal
    
22. Click Save to save the user information on this second screen. 

Edit Existing User

After clicking on an already existing user, scroll down the page and click “Edit”. make any necessary changes as demonstrated above and click “Update” at the bottom of the page.