The screen will display. Refer Figure 3. Add user 3 – 1 FIELD 3) – DESCRIPTION Enter the new user's given name. Given name Enter the new user's family name. Family name Enter the new user's work contact phone number. Phone Enter the new user's work email address. Note: This email address must match the users AUSkey credentials. If it Email does not match the system will not be able to pair the user to their AUSkey and their access will fail. Select the required system role: Organisation View Only can only view records. – Organisation Editor can create, edit and view records. – System role Note: These roles can be updated to a Data Exchange Organisation administrator by an organisation’s current Data Exchange Organisation administrator at any time. The Data Exchange Organisation administrator must check off the two mandatory items in this section to create and save this new user. Conditions of Data Exchange User Access They must advise the new user of the terms and conditions of Data Exchange user access. Complete the required fields and select SAVE. 4. 4 – Step 3 Assign an outlet and program activity to a user – Once a new user has been created, they need to be assigned to at least one outlet and one program activity to be able to enter and/or view data. Users will only be able to view the detailed case and session details for outlets and program activities they have been assigned to via this function by their Data Exchange Organisation administrator. However, users will still be able to see any clients that the organisation has engaged with and recorded in the Data Exchange. To assign an outlet to a user Select MANAGE OUTLETS from the User profile screen. Refer Figure 4.
The Add user screen will display. Refer Figure 3. 3 – 1 – 3) FIELD DESCRIPTION Given name Enter the new user's given name. Family name Enter the new user's family name. Phone Enter the new user's work contact phone number. Email Enter the new user's work email address. Note: This email address must match the users AUSkey credentials. If it does not match the system will not be able to pair the user to their AUSkey and their access will fail. System role Select the required system role: Organisation View Only – can only view records. Organisation Editor – can create, edit and view records. Note: These roles can be updated to a Data Exchange Organisation administrator by an organisation’s current Data Exchange Organisation administrator at any time. Conditions of Data Exchange User Access The Data Exchange Organisation administrator must check off the two mandatory items in this section to create and save this new user. They must advise the new user of the terms and conditions of Data Exchange user access. Complete the required fields and select SAVE. 4. 4 – Step 3 – Assign an outlet and program activity to a user Once a new user has been created, they need to be assigned to at least one outlet and one program activity to be able to enter and/or view data. Users will only be able to view the detailed case and session details for outlets and program activities they have been assigned to via this function by their Data Exchange Organisation administrator. However, users will still be able to see any clients that the organisation has engaged with and recorded in the Data Exchange. To assign an outlet to a user Select MANAGE OUTLETS from the User profile screen. Refer Figure 4.