Overview

Managing user access is an important aspect of Solution administration and requires the security role MS - Admin. The steps below outline how to add, update, and deactivate users as well as how to perform password resets.

Bulk Upload

If you need to add a large number of users, please contact your Trella Health Customer Success Manager or email support@TrellaHealth.com to learn about our bulk uploading process.

The spreadsheet required for bulk upload can be downloaded at the bottom of this page.

Adding Users

New users receive a welcome email from the solution upon creation of the user. The email is titled “Welcome to Marketscape” and includes the new user's username and temporary password.

Use these steps to add a user:

Navigate to Admin Application > Users Tab. For navigation instructions:
Click the Add User Button.
Enter the fields as specified in the table below.
Click the Save Button.

User Fields

All fields in the Add-user form are required.

Field	Description
Username	User identifier that must be unique across all Marketscape Customers' users. For the Username you can use Alphanumeric characters and FOUR special characters - @ . - _ (At, period, dash, and underline.) We suggest using a corporate email for the username.
Name	The user’s full name. This will appear at the top right of the Solution and will be the name used in reports.
Title	The user’s job title.
Email Address	This is the address that the user will use to retrieve their username and reset their password. All security changes will be done through this email.
Manager	Select a manager for this user from the list of all available users.
Expiration	Enter a date for temporary employees or consultants.
Notes	Capture any details that you’d find helpful as an administator.
Active	All new users will be set as active. If a user no longer needs access to the Trella Health Solution, uncheck this box.
This user is a manager	Designate this user as a manager that can have others report to him or her.
Roles	The user's security role. A User should only need a single role. For the simplest setup, we recommend making normal users “MS – Sales Manager”. See the article on User account security settings for more information.
Line(s) of Business	This grants access to the available Solutions in your subscription (Hospice, Home Health, and SNF). If your company has only purchased one Solution, that will be the only option. Select the line of business on the left and click the “>” button to add that line of business.
Markets	This grants access to the States (markets). Click on the State on the left and click “>” to add that State.

Updating Users

Follow these steps to update a user:

Navigate to Admin Application > Users Tab.
Optionally, use the Search box to search for the member by Name.
Click the pencil icon in front of the Username field.
Update the desired fields.
Click the Save Button.

When updating a user account, all fields that were available when you created a user will be available to edit, with the following two exceptions:

Send Welcome Email is not available when editing an existing account.
You are able to reset a user's password. See below.

Inactivating and Reactivating Users

Follow the steps above for updating users and set the Active checkbox appropriately.

Remove the check in the checkbox to make a user's account inactive.

Resetting a Password

Users should be able to reset their own password using the “Forgot password?” link from the login page. However, if they are somehow unable to receive the reset email, you may set a temporary password using these steps:

Navigate to Admin Application > Users Tab.
Optionally, use the Search box to search for the member by Name.
Click the pencil icon in front of the Username field.
Click the Reset Password button.
Enter a temporary password.
Click the Save Button.

If the Send Email: checkbox is checked, the user will receive an email at the address in the account instructing them on the steps to login and change their password. If you will communicate the temporary password to the user in another way, you do not need to send the email; remove the check from the box.