Building Your Team

HealthHive provides an unlimited number of Users for your Organization's Portal. We call these User Team Members and In this article, we will review

• Adding Portal Team Members
• Re-Sending Invitations
• Permission Levels
• Locations

Adding Portal Team Members

Anyone with a Permission Level of Admin or Portal Director is able to add new Team Members to their Organizations Portal. To do this they simply need to

1. Navigate to the Control Panel
2. Select the Organization tab from the top of the page
3. Select the Set User Permission
   
4. Select Add Member at the top left-hand side of the page
5. Enter the Name, Email, Permission level, and the Locations at which the Team Member should have those Permissions and select Add Member again.
   
6. The Team Member will receive an email allowing them to accept their invitation, set a password, and join your Portal.

Re-Sending Invitations

A pennant under the profile image of the Team Member will indicate whether or not they have accepted their invitation. Should they not accept their invitation, or if it gets lost along the way, you will be able to re-send their invitation by navigating to the Circle menu at the end of their row and selecting Re-Send Invitation.

1. Navigate to the Control Panel
2. Select the Organization tab from the top of the page
3. Select the Set User Permission
4. Navigate to the Circle menu at the end of the desired User row and select Re-Send Invitation. *Please note that invites can only be re-sent every 10 minutes.

Permission Levels

To ensure everyone has just the right access to the features and data in HealthHive we offer several levels of rights. A Portal Director will have all rights and visibility at all Locations, basically, there is nothing they cannot do. Admins, Users, & Caregivers will have the following rights at their assigned Locations.

Permissions can be changed by using the drop-down menu to the right of a Team Members Name. Please Note: Only Portal Directors can assign the Portal Director permission level.

Locations

Once a permission level has been set for a Team Member, you can also choose the Location at which that Team Member should have those permissions. Locations can be changed using the drop-down to the right of the Team Members Name. Simply select the desired locations and then click anywhere outside of the selection box for it to close and save.