Understanding “Pending Onboarding Users” is crucial for managing responsibilities effectively within the ConnectedLife Platform. Pending Onboarding Users are those who have completed microsite registration, and mobile onboarding on the mobile app without selecting a primary support team.

Specific organisational roles such as Organisation Admin, Facility Admin, and Support Team Member can access the list of Pending Onboarding Users, follow these steps based on your role within the system:

For Organisation Admins:

• Log in to your ConnectedLife Organisation Admin account.
• Navigate to the “Organisation” tab and select “Users.”
• Now click on the drop-down menu and select Pending Onboarding Users.

For Facility Admins:

• Access your ConnectedLife Facility Admin account.
• Navigate to the “Facility” tab and select “Users.”
• Now click on the drop-down menu and select Pending Onboarding Users.

For Support Team Members:

• Sign in to your ConnectedLife Support Team Member account.
• Navigate to the “My Users” tab and select “Users.”
• Now click on the drop-down menu and select Pending Onboarding Users.

By following these steps, organisational roles can efficiently locate the Pending Onboarding Users, streamlining management and support processes.

Understanding “Unassigned Users” is crucial for managing responsibilities effectively within the ConnectedLife Platform. Unassigned Users refer to individuals who have been onboarded but don’t have a primary support team member.

Specific organisational roles such as Organisation Admin, Facility Admin, and Department Admin can access the list of Unassigned Users, follow these steps based on your role within the system:

For Organisation Admins:

• Log in to your ConnectedLife Organisation Admin account.
• Navigate to the “Organisation” tab and select “Users.”
• Now click on the drop-down menu and select the Unassigned Users.

For Facility Admins:

• Access your ConnectedLife Facility Admin account.
• Navigate to the drop-“Facility” tab and select “Users.”
• Now click on the down menu and select the Unassigned Users.

For Department Admins:

• Sign in to your ConnectedLife Department Admin account.
• Navigate to the “Department” tab and select “Users.”
• Now click on the drop-down menu and select the Unassigned Users.

By following these steps, organisational roles can efficiently locate the Unassigned Users, streamlining management and support processes.

Understanding “Assigned Users” is crucial for managing responsibilities effectively within the ConnectedLife Platform. Assigned Users refer to individuals who have been designated a primary support team member. This assignment can occur through either self-selection or by the decision of an administrator or support team.

Specific organisational roles such as Organisation Admin, Facility Admin, Department Admin, and Support Team Member can access the list of Assigned Users, follow these steps based on your role within the system:

For Organisation Admins:

• Log in to your ConnectedLife Organisation Admin account.
• Navigate to the “Organisation” tab and select “Users.”
• You will be directed to the Assigned Users.

For Facility Admins:

• Access your ConnectedLife Facility Admin account.
• Go to the “Facility” tab and click on “Users.”
• You’ll find yourself on the Assigned Users.

For Department Admins:

• Sign in to your ConnectedLife Department Admin account.
• Head to the “Department” tab and choose “Users.”
• You’ll be taken to the Assigned Users.

For Support Team Members:

• Log in to your ConnectedLife Support Team Member account.
• Navigate to the “My Users” tab and click on “Users.”
• You’ll arrive at the Assigned Users page.

By following these steps, organisational roles can efficiently locate the Assigned Users list, streamlining management and support processes.

All users option is a highly significant element of the ConnectedLife Platform and can be found on the Organisation Admin, Facility Admin, and Department Admin portals. Understanding “All Users” is crucial for managing responsibilities effectively within the ConnectedLife Platform. This article will help you to understand “What is all Users”.

The users tab, located under the Organisation tab’s last option on the Organisation admin dashboard, displays All users, Assigned, Unassigned, Pending onboarding, Pending activation, and Invited users.

All users are those who have accepted an invitation to use the platform and completely committed to choosing their own departments, facilities, and support team members are considered all users. Some users may not be fully enrolled; for instance, users with pending activation who have not finished the mobile onboarding process (downloading the app and finishing their profile) are also shown on the list of all users.

For specific organisational roles such as Organisation Admin the list of All Users, follow these steps based on your role within the system:

For Organisation Admins:

• Log in to your ConnectedLife Organisation Admin account.
• Navigate to the “Organisation” tab and select “Users.”

• Now click on the Assigned drop-down menu and select All Users.

Organisational roles such as Facility Admin the list of All Users, follow these steps based on your role within the system:

For Facility Admin:

• Log in to your ConnectedLife Facility Admin account.
• Navigate to the “Facility” tab and select “Users”.
• Under the dropdown menu select All users those facility are assigned to them.

For Department Admin:

• Log in to your ConnectedLife Department Admin account.
• Navigate to the “Department” tab and select “Users”.
• Under the dropdown menu select All users those facility and department are assigned to them.

If you need to switch from Wellness to Wellness Plus and vice versa three different administrative roles (Organisation Administrator, Facility Administrator, Department Administrator) and one Support Team Member W+ can perform this task.

This article will guide you through the process step-by-step of switching from Wellness to Wellness Plus and vice versa. The Affiliation can be changed from Organisation Administrator, Facility Administrator, or Department Administrator.

Step 1:

Initiate by logging in using your valid ConnectedLife account credentials. Proceed to the Users section within the Wellness Organisation. Here, you’ll find the list of Assigned users.

Step 2:

Next, click on the “Pencil” icon to access the Edit function. Opt for Affiliation.

Step 3:

Proceed to the affiliation section and choose the Wellness Plus-related affiliation. Now, click on Save Changes. A confirmation pop-up will appear to validate your action.

Step 4:

Then the user will get a request to switch to Wellness Plus with a note. The user has to accept the request.

Step 5:

After accepting the request from the user, the Support Team Member W+ will get a request in the incoming section, Next, the support team will either accept or decline as needed. Upon Acceptance, the user will be seamlessly switched from Wellness to Wellness Plus. The incoming section can be chosen from the drop-down option.

The procedures remain the same when switching from Wellness Plus to Wellness.

Note:

• When Affiliation is modified from the Admin account, users receive a notification on the Mobile Application prompting them to either accept or decline the change. It will not be possible to change an affiliation for 48 hours until the user takes action by accepting or declining.
• After completing the platform switch, you’ll locate the Users within the Assigned Users list.

If you’re an Organisation Admin, Facility Admin, Department Admin, or a Support Team Member on ConnectedLife, you have the ability to modify user affiliations within the platform.

Here’s a step-by-step guide to help you through the process:

1. Log in to your ConnectedLife Admin account.
2. Navigate to the Users list to view all existing users.
3. Locate the user whose affiliation you wish to modify.
4. You’ll find an “Affiliation” button. Click on it.
5. Alternatively, you can click on the edit button next to the user’s profile.
6. A drop-down menu will appear, allowing you to select new affiliations for the user, including Organisation, Facility, Department, and Support Team Member (W+).
7. After making the desired changes, click on “Save Changes.”
8. A pop-up notification will confirm that the action has been completed successfully.

By following these steps, you can efficiently update user affiliations to ensure accurate Organisational roles within ConnectedLife.

This article will help you to understand how to edit and delete existing users. You can edit and delete users from Administrator accounts. You can also edit existing users from the Support Team Member (W+) account. Support Team Member(W+) is also known as STM.

Delete/edit users from Organisation Admin

Login to Organisation Admin → Click Organisation → Select “Users” from the drop-down → Now the users list will appear.

In the user’s list, on the right corner of each user, there is a delete and edit icon available. You will be able to edit and delete users by utilising these icons. You will be able to delete users from the Unassigned, Pending Onboarding, Pending Activation, and Invited users list by utilising the drop-down.

Delete/edit users from Facility Admin

Login to Facility Admin → Click Facility → Select “Users” from the drop-down → Now the users list will appear.

In the user’s list, on the right corner of each user, there is a delete and edit icon available. You will be able to edit and delete users by utilising these icons. You will be able to delete users from the Unassigned, Pending Onboarding, Pending Activation, and Invited users lists by clicking the drop-down from the top.

Delete/edit users from the Department Admin

Login to Department Admin → Click Department → Select “Users” from the drop-down → Now the users list will appear.

In the user’s list, on the right corner of each user, there is a delete and edit icon available. You will be able to edit and delete users by utilising these icons. You will be able to delete users from the Unassigned and Invited users list by clicking the drop-down from the top.

Edit users from Support Team Member (W+)

Once you log in to your Support Team Member (W+) account, you will be able to see the Edit icon beside the users list. You can edit the user’s details by utilising the icon. You can’t delete the Assigned Users from the Support Team Member (W+) account. However, you can delete the users from the “Invited Users” list.

You can delete multiple users at the same time, But this action can’t be reversed. That means once you delete a user, there is no way to recover it again. So Before you delete, please reconfirm that you are surely going to delete the user.

As an Organisation Admin within the ConnectedLife Platform, you have the authority to invite users efficiently. There are two methods to do so: Add Manually and Import from CSV.

Follow the steps below to effectively invite users:

Add Manually:

1. Log in to your ConnectedLife Admin account.
2. Navigate to the “Organisation” tab and select “Users.”
3. You’ll see a list of existing users within the platform.
4. Click on the “+Invite User” button.
5. Choose “Add Manually” from the options.
6. Provide all necessary information for the user.
7. Click “Send Invitation.”
8. A confirmation pop-up will appear once the invitation is sent.

Import from CSV:

1. Log in to your ConnectedLife Admin account.
2. Go to the “Organisation” tab and select “Users.”
3. Click on the “+Invite User” button.
4. Select “Import from CSV.”

1. Download the CSV Import Template.

1. Open the template and fill in the required user information.

1. Save the filled template as a “.CSV” file.
2. Upload the CSV file containing user information.

1. Click “Send Invitation.”

1. A confirmation pop-up will appear once the invitation is sent.

By following these steps, Organisation Admins can seamlessly invite users to the ConnectedLife Platform.

Tips:

Specific organisational roles such as Organisation Admin, Facility Admin, Department Admin, and Support Team Member can Invite Users to the ConnectedLife platform.

The key differences between Primary and Secondary Support Team Member W+ will inform the user about the appropriate application of Support Team Member W+.

• Adding Support Team Member W+: Users can choose only one primary support team member, but they have the flexibility to add multiple secondary Support Team Member W+ within the same facility. However, adding a secondary support team member requires organisational authority, such as an Org Admin, Facility Admin, Department Admin, or the existing Primary Support Team member.
• User Management: Primary Support Team Member W+ can invite users, while Secondary Support Team Member W+ can assign existing users within the same facility and department.
• Widget Customization: Primary Support Team Member W+ can customize widgets for mobile, providing tailored support to users. Secondary Support Team Member W+, unfortunately, does not have this capability.
• Health Questionnaire: Primary Support Team Member W+ has access to customise the Personalised Health Status Questionnaire, allowing for a more tailored user experience. Secondary Support Team Member W+ does not have this access.
• Affiliation Management: Primary Support Team Member W+ can assign, edit or remove secondary Support Team Member W+. On the other hand, secondary Support Team Member W+ cannot perform affiliation functions for users.
• Summary: In essence, primary Support Team Member W+ is mandatory for each user, ensuring essential support, while Secondary Support Team Member W+ is optional, offering additional assistance as needed. This distinction helps create a supportive environment tailored to each user’s needs.

If you need to assign a Secondary Support Team Member (W+) to a user’s profile, three different administrative roles and one Support Team Member (W+) can perform this task: Organisation Administrator, Facility Administrator, Department Administrator and Primary Support Team Member (W+).

This article will guide you through the process step-by-step of adding a Secondary Support Team Member (W+) to a user’s profile.

Who is the Secondary Support Team Member (W+)?

The Secondary Support Team Member (W+) oversees user’s activities, invites, and assigns users. Support Team Member (W+) roles and responsibilities involve managing patient lists, schedules, creating challenges, groups alerts and nudges, and documents, as well as monitoring patient health parameters and compliance.

Here’s how each role can complete this process effectively:

Organisation Administrator:

To update a user profile on the dashboard, log in as an Organisation Administrator. Then, head to the “Organisation” menu at the top, click “Users”, find the user using the Search bar, and click the Edit icon (pencil button) or Referral button; which is beside the edit icon.

• Navigate to the Affiliation page.
• From the Secondary Support Team Member (W+) field, select your appropriate Secondary Support Team Member (W+).

• Once you’ve made your selection, click “Save Changes” to confirm. A pop-up will then appear to assure you that your changes have been successfully saved.

Facility Administrator:

If you’re operating as a Facility Administrator, firstly log in, hover “Facility”, and click “Users.”

The remaining steps are similar to the Organisation Administrator process.

Department Administrator:

To access as a Department Administrator, begin by logging in. Then, navigate to the “Department” and select “Users” from the dropdown menu.

The subsequent steps are the same as the process followed by the Organisation Administrator.

Primary Support Team Member (W+):

Primary Support Team Member (W+) can also add a Secondary Support Team Member (W+).

After logging in as a member of the Support Team Member (W+), look for the user, and click the Edit (pencil) or Referral buttons from the “My Users” menu. The remaining steps then follow an Organisation Administrator-like process.