Why do Users need to be added to a Department or Site?
Users are added to a department or site for various reasons:
- To be placed on an on-call schedule - Users need be in a department first before they can be placed on the department's on-call schedule.
- To allow Department and Site Admins the ability to manage user profile information - Department and Site Admins can only manage profile information (such as contact information) of users within the department and/or site they have been designated as an Admin.
This article will walk through how to add Users to their respective department or site in Hypercare's Admin Portal. Note, only authorized Users with Admin privileges will be able to access the Admin Portal and carry out the necessary steps to add users to a department or site.
How to Add Users to a Department or Site
- Log into Hypercare's Admin Portal
- Click the dropdown in the top-lefthand corner to ensure you select the desired Department or Site you would like to add the User to.
- Click on Add User.
- Search for the User in the search bar indicating "Search by name or job title". You can search by first name, last name, and/or job title.
- If you are adding multiple Users to your department or site, you can check off the desired users from the search results, clear the search and continuing searching for your subsequent users.
- Click Add to Department or Site once you are done selecting all user(s) you would like added.
What if the User I need to add does not return as a search result?
If the User you are search for does not return in the search results, ensure you are searching with the correct spelling and considering other variations of their name, as some Users name have their legal name used in Hypercare. If this has been considered and there are still no results, Department and Site Admins are asked to contact their Organization Administrators.
Do not create new users or invite new users to your organization, as these are typically the role of Organization Administrators. For Organization Administrators, next steps would vary depending on if your Organization leverages the Directory Sync feature.
If your Organization does leverage the Directory Sync feature:
Not seeing your User in the search results usually indicates that their Hypercare User Profiles has not been created because their active directory profile has not synced with Hypercare yet.
Next steps to consider:
- Ensure you consider other spelling variations of the User's name (e.g. legal name).
- Admins should not create new users as the Directory Sync feature allows for dynamic synchronization between an organization's active directory and Hypercare. Creating a New User will create an unnecessary duplicate.
- If the active directory profile of the User has been created and the User's Hypercare Profile does not appear after waiting for more than 40 minutes, admins are asked to contact their organization's IT team to ensure the User's profile was inputted in the correct security group.
If your Organization does not leverage the Directory Sync feature:
- It is not recommended to Create New Users while in a Department or Site, as this is typically an Org Admin’s role. However, if this is done with authorization, they will need to Create the New User and then add that new user to the Site/Department by searching for the User/Account name after it has been created. Creating a new user while in a Department or Site will not automatically place that new account in the Department or Site.
- New users can be invited to an organization by typing in their email or phone number to receive an invite. This can be entered in the the “Invite by email or phone number” tab.