User management

From the navigation menu, choose Administration, go to Directory and then select the Users tab. This tab presents the list of users identified in your establishment.

The sorting order can be changed by clicking on the column titles. You can also search for a user by their surname, first name or login using the search bar. The Status filter filters on enabled or disabled users.

From this page you can:

• Add a user

• Integrate an existing user

• View and modify a user

• Disable/Enable a user

• Remove a user from your establishment

Create a user

From the list, click on Create a user. You can then complete the following information:

Other information may be present if additional modules have been added. Refer to the documentation for those modules if this is the case.

Create a user from the french Health Directory

To create a user from the french Health Directory, click on Integrate a user and then Health directory.

You can search for a healthcare professional by their last name, first name, or national identifier. To create a user, select them and click on Integrate. Then fill in any missing information and save.

Integrate an existing user

A user can belong to several establishments with the same account. If the user you want to add already exists in the platform, you can integrate them into your establishment by clicking on Integrate a user then Platform directory.

A user integrated into an establishment has neither a service nor a role. As these depend on each establishment, they must be filled in after integration.

Import users

Importing users allows to create or integrate users in the establishment more quickly.

You can import up to 50 users at a time by clicking on Integrate a user then Import a file.

The import file must be a CSV file filled in as follows:

login;lastName;firstName;email;healthcareServices;roles;idNat_PS;mobile
jdupond;Dupond;Jean;jean.dupond@adresse-email.com;Service A|Service B|Service C;Rôle A|Rôle B|Rôle C;810005678901;0606060606

The header identifies the fields. It must not be modified. Each line below the header corresponds to a user. The order of the fields is as follows:

• Login

• Last name

• First name

• Email

• Services

• Roles

• National identifier

• Phone

The fields rules on the interface (mandatory or optional, format) also apply when importing users. National identifiers must be entered in full (example: include the “8” at the beginning of the RPPS number).

Roles and services are identified by their name (case-sensitive). If the user belongs to several services or has several roles, the separator between services or between roles must be a vertical bar '|'.

The separator between fields must be a semicolon. To leave an optional field empty, do not delete the semicolon(s) surrounding the field. For example, for the national identifier :

jdupond;Dupond;Jean;jean.dupond@adresse-email.com;Service A;Rôle A;;0606060606

Add the CSV file then click on Import. The application first checks the file format: CSV, header, number of fields, mandatory fields filled in, etc. If an error is detected, the import is aborted.

If the file format is correct, the import proceeds. For each line in the CSV file:

• If no user has the same login and email address, the user is created in the establishment, using the information filled in the CSV file.

• If a user in another establishment has the same email address, that user is integrated (= attached) in the current establishment. The services and roles filled in the CSV file are added to their account. Their other information remains unchanged.

The import results always display three pieces of information:

• The number of users created

• The number of users attached

• The number of users rejected: these users were not processed for reasons specified in the interface

View and modify a user

A user's profile can be opened from the list by clicking on the Open icon when hovering over the user, or by double-clicking on the user. From here, you can modify the user's information. Then click on Save to apply the changes.

Disable and enable a user

To disable a user, open their user profile, click on the Menu icon then choose Disable user.

You can also schedule their deactivation by filling the contract end date. When the date arrives, the user is automatically disabled.

To enable a user, open their user profile, click on the Menu icon then choose Enable user.

You can also disable/enable a user from the user list by clicking on the related icon when hovering over.

Reset a user’s password

To reset a user’s password, open their profile and click on Reset password.

An email is sent to the user with a link to change their password. This link is valid for 24 hours.

Remove a user

To remove a user from your establishment from the user list, click on the Remove icon when hovering over.

You can also do the same operation directly from the user's profile. Click on the Menu icon then choose Remove from establishment.