Admin Portal - Adding a New User

Admins can add new users directly from the User Management interface. This allows quick onboarding of team members who should have access to Laudio.

How to Add a New User in the Admin Portal

1. Click " + Add User".

2. Select the role.

1. 1. 1. User - Leaders who need access to a standard user Laudio account. These are not administrators (healthcare leader).

      2. Admin - Admins have more limited access, focusing on creating and managing Manager-type users and activating or deactivating them, but cannot manage roles or perform higher-level configurations (HR, IT, etc.).

      3. Root Admin - Root Admins have full access to all administrative actions, including creating and managing admins, users, and roles, configuring client settings, impersonating users, and viewing termed team members (HR, IT, etc.).

         

3. Search for the team member's name.

4. If applicable, add the user to a group.

5. If applicable, update their team member visibility. 

1. 1. 1. Team Members’ Reports - (default) direct reports of the leader coming through HR will appear in Laudio. 
      2. All (level 1, 2, & 3+) Reports - used when customizing report levels the leader wants to view in Laudio.
      3. All Team Members - (default) will show all team members in the reporting structure.
         1. Team member groups (based on role, tenure, or cost center) - can select specific cost centers or team members with specific roles to reflect in Laudio. 
         2. Individual Team Members - can select specific team members to view from full reporting list.All Team Members - (default) will show all team members in the reporting structure. 
            
            

6. Select their access. The user will have full access to a team member if both full and partial access is assigned to that team member in different configuration blocks.

1. 1. 1. Full Access - The user can see all activity and information for a team member, and act on recommendations.
      2. Partial Access - Users can take and view their own actions (sending emails, adding notes and adding tasks). They cannot see the below mentioned information for their team members:
         1. Laudio’s recommendations
         2. Target no. of actions
         3. Time and attendance
         4. Mandatories
         5. Employee rounding
         6. Peer feedback
      3. Sync with client HRIS - The user will have either Full or Partial access to each team member based on their FTE from the client HRIS. This is the typical recommendation. 

7. If applicable, select the department the user should have access to in order to see patients for the patient rounding workflow.

8. Click "Save and Continue" on the bottom-right corner of the popup.