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Adding and Updating User Accounts

Charles Fox
  • Updated

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

Tar-Fav-on.png 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.

Note-width35.png 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:

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

User Fields

All fields in the Add-user form are required.

Field

Description

Email

Enter the user's corporate email address. This is the address that the user will use to set or reset their password.
Name The user’s full name. This will appear at the top right of Marketscape and will be the name used in reports.
Title The user’s job title. This is not a required field.
Manager

Select a manager for this user from the list of all available users.

Note-width35.png To assign a manager to a new user's account, the checkbox for "THIS USER IS A MANAGER" must be checked in the manager's account.

Note-width35.png If no names show up in the dropdown, you will need to assign those other users as managers, that is done below by clicking the checkbox - This user is a Manager.
Expiration

Adding an expiration date will set the user's account to inactive on that date.

Exclaim-width35.png Be careful using this field. Once you add a date, the field becomes required. Better to just plan to make the account inactive when needed.
Notes Capture any details that you’d find helpful as an administrator. (For example, dates of hire or termination.)
Active All new users will be set as active by default when the account is created. If a user no longer needs access to Marketscape, uncheck this box.
This user is a manager

Designate this user as a manager that can have others report to him or her.

Note-width35.png When you click on this checkbox, you will then see two boxes with names of users you can assign to this user.
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:

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

Note-width35.png 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:

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

 

Note-width35.png 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.

 

Navigating to the Administrative tools

There are two ways to navigate to the Admin tools:

1-width22.png -  or navigate to the following link: https://admin.trellahealth.com.

2-width22.png - If you are logged in, you can click on the globe at the bottom left of all Marketscape pages and select Admin.

 

  HHABtTop.png

 

Bulk Upload Spreadsheet:

 

 

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