Edit Site Users

Top  Previous  Next

The Security System

In this screen site admin's can add new users and they can control the security rights of users for each site.

 

Role_32x32 Roles

It's import to understand how roles work before getting started. By default a user will belong to some PSL controlled roles that control if they can access modules within GuildLink such as GuildLink and AuditLink. If more modules are created then more roles will be created to manage access.

 

If a user belongs to a role then they will have access to sections of the system that are relevant. If the user does NOT belong to a role then they will either not see the menu item or they will not be able to such as AuditLink.

 

When a new site is added it starts out inactive and PSL must activate it.

 

When the site is activated the site admin has the following roles added

GuildLink

Controls access to GuildLink as a whole

AuditLink

Allows access to Edit SOPs etc.

 

 

Suggestion_16x16User roles apply across all sites. If you let a user edit and delete in one site they can do that in all sites. If you need separate control in each site then you should add additional user logins for each site for those users.

 

drilldownicon Click expand on any user to see what roles they already have

 

To add additional roles to a user simply

Select a user

Choose a security role

Click Add to Add the role

Click Remove to remove it

 

The role is added or removed and the grid refreshes.

 

 

 

 

Adding Users

A user of GuildLink may already be registered where you have more than one pharmacy. Therefore you will be adding an existing user when you add them to your second pharmacy as then when they login they can choose which pharmacy they wish to work with.

 

Suggestion_16x16 When a staff member leaves, be sure to remove that GuildLink user from your pharmacy (using the site admin screen) so that they can no longer access your data.

 

Add New User

If the user you want to add to this site is NOT already registered for GuildLink then choose a username and enter their email address. Click Add New User.

 

Status_16x16 The user will be sent a notification email.

 

When you add a new user they are automatically added to the following roles.

 

GuildLink

Controls access to GuidLink as a whole

AuditLink

Allows access to Edit SOPs etc.

 

 

Add Existing User

If the user you want to add to this site is already registered for GuildLink then simply enter their email address. Click Add Existing User.

 

Status_16x16 The user will be sent a notification email.