Adding Users and Managing their Settings and Permissions

Adding Users and Managing their Settings and Permissions

Only users with the permission Edit Users can access the Users settings page.

How to Add a User to SNF Metrics

  1. To add a user to the SNF Metrics software, go to Settings > Users and select the Add New button.
  2. Fill out the user’s profile information, and the facilities, apps and reports they need access to. See below on how to give access.
  3. Once the user is created, the user will receive an email with their username and password. (If the user was not added with an email, it is the creators responsibility to share the username and password with the new user.)

Profile Information

Email

Only users that receive alerts or report subscriptions require an email.

An email address that exists in our system cannot be reused, even if it had been used for a deactivated user. To reuse an email address, you must first remove it from the previous user's account. Alternatively you can reactivate the account that has that email.

You should not use an email address that is not aligned to your organizations domain. Ex: "...@gmail.com", "...@yahoo.com".

Role

Choose the role from the dropdown that best suits your user. When you select a role, the default permissions that are assigned to that role in the Roles settings page are assigned to the user. These permissions can then be modified for this user.

It is preferable for the Role settings to be managed by one person in the organization.

 

Title

The title refers to whatever job or position the user holds within your organization.

 

Username

There is a predefined prefix that was set up with your organization. Add the rest of the username which is most commonly the first letter of first name and the entire last name. Example: John Doe is abc.jdoe.

 

Password

When adding a New User: Give the user a generic password and let the user know their username and password. Once the user is added they will be required to change the password the first time they log in.

 

Reset Password

When a user needs a password reset you can reset it by selecting “reset password”. Let the user know their new password.

Password requirements:

 

Restrict User by IP Address

If enabled the user will only be able to access SNF Metrics from one of the IP addresses that your organization provided us.


Assign access to Facilities, Apps & Permissions, and Reports

Users can only see Facilities, Apps, and Reports that they themselves have access to. Meaning, if you don't have access to "Facility A" you can't give a co-worker access to "Facility A". You won't see it as an option when on the co-worker's user settings page.
Facilities
“All facilities” toggle button- When selected, the user will automatically be granted access to all current facilities and any new facilities added to the organization in the future.
Some Facilities have their facilities divided under "Regions". Expand a region card to manually select/unselect facilities.

Apps and Permissions
Select the apps and their corresponding permissions that the user requires access to.
  • A permission that has a "bell" icon indicates that this permission sends email alerts to the user. 
  • Selecting an app does NOT automatically select the permissions below it.
  • The "Permissions" dropdown will only be activated once the app is selected. 
Reports
When a report folder is selected, all the reports beneath it are selected.

 

Who can give access?

  1. Only users with the permission Edit Users can access the User settings page.
  2. Even when a user has permission to Edit Users, they can only give access to something that they themselves have access to.

 

Deactivate Users

  1. To deactivate a user's access to SNF metrics, go to Settings > Users and find the user in the table. In the last column, toggle the "Active" button to off, and the user will be deactivated.
  2. They will no longer have access to the SNF Metrics Software and will stop receiving alerts and report subscriptions.
  3. To reactivate just turn the toggle to “on”.

1. Active User     2. Deactivated User

 

When are the updated user permissions effective?

  • For the user to see the changes, they should log out of SNF Metrics and log back in for the system to update their permissions.
  • If they are still not seeing the modifications, the user may need to clear their browsing cache:
    1. On the keyboard press Ctrl +Shift +Del
    2. A window titled "Clear Browsing Data/Clear Recent History" appears
    3. Set the Time range to – All time/Everything
    4. Click on the Clear Data/OK button.
    5. Close your browser and then reopen to portal.snfmetrics.com
  • For optimal performance of the SNF Metrics site, it is recommended that users use either the Chrome or Firefox web browsers.

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