Creating User/Role Accounts
- When creating user accounts manually, go to the Users page, click on “New User,” choose the specific role for the user, i.e. Client, Care Provider, or Supervisor.
- Ensure that email addresses are entered correctly with no spaces before or after the address.
- Create an easy temporary password (usually Password1!).
- For phone number, territory, and postal code, use 1111111111, Ontario, and A1A 1A1 respectively.
- Review all details and click “Save.”
- Once the user has been created, it will now appear under the Users tab and you can proceed with pairing the user with a client, care provider, or supervisor as needed.
- You may have the user verify their accounts for registration and have them personalize their information/details once they are logged in.