Adding a New User

Transcript

So when you first log into R2D2 you can see a user accounts section at the right-hand bottom of the screen. That's where you go if you want to add a new user (cursor clicks on ‘User Accounts’ and a new screen opens). So, for example you can click the blue Create User Account button (cursor clicks the button and a new screen with opens with fields to complete) and you basically need to enter your colleague’s first name, last name, email address, and then set a password.

The other thing to be mindful of is what role you're going to set them up as (cursor moves to the bottom of the screen to the Role field. There are four options the user can choose in this field).

Administrator is the level of access that I’m logged into now for the purpose of this training. It's the level of access required to be able to add new users to the system as well as deactivate users.

Manager level access is the same as administrator, except no access to the user accounts section.

Referral and Placement Coordinator level access is only relevant to the Community Connections program at this point, so if you are not involved in that program, please do not utilise this user account level.

Worker level access just has access to the clients and assessments section, so they do not have access to these schedules or to the submission section.

Page last updated 26 May 2023