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Admin is also a home visitor.


I am the main admin for our program, but I also do home visits.  How can I be added to the home visitor list?


If an admin is also a home visitor, that person will need to be added as a home visitor.  This person will have 2 different logins: one as an admin, and one as a home visitor. From the admin login, the home visitor can do all their necessary work, so often they will no longer need to use the home visitor login. 

To be added as a home visitor, go to the home visitor tab and then click "New Home Visitor" on the left. The Screen will appear and you should fill out at least the Name, Login (aka, username), & Email. The username does need to be different than the admin username, you can add a number or something to the end.

** If a home visitor has 2 logins (as a home visitor and admin), the home visitor login can be "Disabled" (button on the home visitor information page) so that this login does not count toward the billable user count. This will not change anything, it just means the person will need to only use the admin login, the home visitor login will be unavailable.     

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Article details
Article ID: 55
Category: Knowledgebase
Date added: 2018-08-14 12:34:34
Rating (Votes): Article rated 4.2/5.0 (5)

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