Users

This section lets you manage the accounts of people who have administrator access to the platform, as well as the accounts of a Customer's users.

When do you use this section?

• You want to invite a new administrator to the platform
• You need to change the access level of an existing user
• You want to activate or deactivate a user account
• You need to assign application profiles to a user
• You want to reset the password of a user

Accessing the user list

From the main menu on the left, click Organization then Users.

The list displays, for each user: their email address, their full name, the Customer they belong to, their administration level, their assigned profiles, and their status (Active / Inactive).

Creating a user

1. Click + New user at the top right.
2. Fill in the information across the different tabs:

General tab

• Customer: the Customer this user belongs to
• Email address: the address that will serve as login identifier
• First name and Last name
• Temporary password: optional — if provided, the user will need to change it on first login
• Email verification required: if checked, the user will need to verify their address before logging in
• Active: checked by default

Permissions tab

• Administration level: defines what the user can manage on the platform. You cannot assign a level higher than your own.
• User level: access level within the client application

HDS tab (health data)

If your platform is HDS-certified, you can assign specific roles to this user to control their access to health data:

• HDS Administrator — global management of health data
• Patient — access to patient-related data
• Healthcare professional — clinical access
• HDS Storage — storage management
• HDS Deletion — deletion authorization
• Medical access — access to medical data

Profiles tab

Select the application profiles to assign to this user (profiles define their rights within the applications).

3. Click Create.

Managing a Customer's users

By accessing a customer's record, you can directly manage its users' accounts via the Users tab. You can:

• Deactivate or reactivate an account
• Reset the password: a reset email is sent to the user
• Edit the assigned application profiles

You can filter the list by name or email, or by application.

Learn more

• Create and manage application profiles
• Organize users into teams
• Manage HDS roles