Add User

Within GuildLink we have Users and Staff.

Users can access one or more sites (pharmacies) and may have different jobs within each.
Staff will not always have a login for GuildLink but you may still wish to keep their details within GuildLink. Therefore, we need to maintain these two distinct concepts.

A user is a system security concept, a staff member is specific to a Pharmacy. So that you may use electronic recording of SOPs reviews, the user AND staff member must exist. They are linked by their email address.

When the system needs to determine which SOPs a user must read and confirm it will

1. look at the current user and get the email address for that user
2. look at staff for this pharmacy who have that email address and use the staff member to determine the job title
3. It will look for SOPS which are set as staff review required for this job title
4. Look at the date this was last reviewed and add the interval from the SOP Staff review requirement

It can now determine if this staff member is due to reconfirm that they have read and understood the latest version of this SOP

Add New User
enter a unique username, GuildLink will check if this name has already been taken
enter an email address, GuildLink will check if this email address is already linked to an existing user account.

Choose which security roles they will have access to
When you add a new user they are automatically added to the following roles.

Optionally create a staff member
You can add this later but for speed of setup it’s usually faster to add them now and they are linked by email all in one step.

Click to add this user, they user will be sent an email to setup a password.