Giving Users Access to Clients (Admins Only)

Behavior Connect is a role and permission based system. Every user will need permission to access clients within the system. To give access for a client to a user, the Admin must first open the add/edit window for the client via the System Admin window. 1. Click on the Group Associations tab next to the […]

System Admin’s Search Feature

The search feature can be used to search/filter by the multiple types of criteria listed below: 1. User Info Tab – Allows the admin to search for a user/client using their personal information and/or their login and profile status. A. First Name B. Last Name C. Identification Number D. Age E. User Login Name F. […]

Roles and Descriptions

The following roles are flexible to fit many organizations, schools and/or studies. Client – The client is the subject, student, or patient. Clients can have files and assessments associated with them. The client has no login or direct access to files and assessments. Login Client – This is a client that has the ability to login and […]

How to Add a User (Admins Only)

By opening the System Admin, clicking on the Actions menu, and selecting “Add User”, the Admin will be able to create a new user for their system. Personal Details Tab Required fields on both the Group Association and Personal Details tab are marked with a red asterisk (*). They can be seen in green below as well. […]

Keywords Feature

A keyword can be added to any file available with permissions to the user. This feature provides another form of metadata to add to the file. Many users use this feature to add a weight to the file. For example: Severity 1, Severity 2, etcetera. All keywords will be author and timestamped. Keywords can be […]

Associated Files Feature

For reference, a user can associate a different file to the file they are viewing. After saving the file they are viewing, each file will then be associated with the other. Associated files can be added to any uploaded file available with permissions for the user. Adding an Associated File 1. Click on the highlighted […]

File Organizer’s All Files Feature

The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under. To find the All Files feature: Click on “Actions” on the main […]

Accessing a User’s Multiple Roles

Accessing Multiple Roles Some users are given multiple roles. In order for a user to access a specific role, they can follow these steps: 1. The user first goes to the login page of Behavior Connect. 2. The user logs in using their given login credentials. 3. After signing in, the user can go to […]

Forgot Username and Password

Forgot Username If at any point a user has forgotten their username, they can follow these steps to have it sent to them via email. 1. Click on the link to open the “Forgot Username” window. 2. Type in a working email address associated with the user’s account. 3. A pop-up window will appear saying, […]

Administrative Roles

There are three types of roles available for an administrator: Basic Admin role Group Admin role Group System Admin role Admin The Admin role has access to all users, folders, files and data of the entire Enterprise Account. The admin has the tools to add, delete, and edit all users, files, and folders within the […]