Staff members are referred to as Users throughout Platinum 5.0. A User must first be set up within the system before they are able to log in to Platinum 5.0. This action can be performed by an Administrator or a User with the relevant permissions to perform this task.
There are four steps involved in the set-up of a User’s account. These include the relevant permissions required within Platinum 5.0 to ensure security and confidentiality.
I. Set Up a New User – A new user must be set up within the system and allocated a User Name and Password to allow them to log in.
II. Assign a User Role – A user must be assigned a User Role relevant to their role within the organisation. This determines which actions/functions the user will be able to perform within the system (i.e. what they can see, not see and do or not do).
III. Assign User/Facility Permissions – A user must be assigned facility permissions, which determine which facilities within the organisation the user has access to in the system.
IV. Assign User/Resident Permissions – A user must be assigned resident permissions; this determines which residents the user has access to within their assigned facilities.
A User’s details including their password, user role and permissions can be edited. The exception to this is their designated User Name which, once entered, cannot be changed.