user

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, “Username was successful. Please check your email for further instructions.”
4. Check the email address for the username recovery message and click on the link provided. The link will expire in 48 hours.

Forgot Password

If at any point a user has forgotten their password, they can follow these steps to have it sent to them via email.

1. Click on the link to open the “Forgot Password” window.
2. Type in a working email address associated with the user’s account.
3. A pop-up window will appear, “Password recovery was successful. Please check your email for further instructions.”
4. Check the email address for the password recovery message and click on the link provided. The link will expire in 48 hours.

User Roles

August 2, 2016/in Behavior Connect™, Behavior Connect™: Roles, knowledgebase /by willoberleitner

There are three different types of user roles:

Basic User role
Scorer role
Gold Standard Rater role

The User is the most common role used within the Enterprise Account. Users have access to the Clients that have been associated to them and can collaborate with other Users associated with the Client’s or Login Client’s portfolio. They can view all tags, keywords, comments, and associated files within the client’s account.
A User has access to the following tabs:

Actions:
1. File Organizer
– Library
– All Files
– My Files
2. Client Selector
– Client Notepads
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Scorer

The Scorer role is designed to have no access to other roles’ metadata (such as tags, keywords, comments). This role can be used for Inter-rater reliability as well as staff evaluation.

Please note: All added Organizational Tags by the Scorer is part of the Generic IRR Report.

A Scorer has access to the following tabs:

Actions:
1. File Organizer
– Library
Please note: Scorers can only view videos, files, and print documents.
– All Files
Please note: Scorers cannot see other users’ metadata within a file. For example,
they cannot view other users’ tags, comments, or keywords.
– My Files
2. Client Selector
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Gold Standard Rater

The Gold Standard Rater is a role designed so that it has no access to other roles’ metadata (tags, keywords, comments). This role can be used for Inter-rater reliability, as well as staff evaluation. The Gold Standard Rater role is compared to the Scorer’s organizational tags on video files within the IRR report (only available to the Admin).

Please note: All added Organizational Tags by the Gold Standard Rater are part of the Generic IRR Report.

A Gold Standard Rater has access to the following tabs:

Actions:
1. File Organizer
– All Files
Please note: Gold Standard Raters cannot see other users’ metadata within a file. For example,
they cannot view other users’ tags, comments, or keywords.
– My Files
2. Client Selector
Uploaders:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Help:
1. Support Query
2. KnowledgeBase

Client Roles

August 2, 2016/in Behavior Connect™, Behavior Connect™: Features, Behavior Connect™: Roles /by willoberleitner

There are two types of roles available for a client:

Login Client role
Client role

Login Client and Client roles don’t use a paid seat

Login Client

The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role.

The other roles that also have access to the Login Client Portfolio will see two folders within the Client Portfolio:

The Client Files folder is what the Login Client uses as their My Documents and where they can add files and metadata to share with the other users that have permissible access to their portfolio.

Private Files is the folder that is not accessible to the Login Client. This is where the users that have permissible access to the Login Client can add files and metadata to collaborate with other permissible users to the Login Client Portfolio. When the user is ready to share the file with the Login Client, they can drag and drop or cut, copy, and paste files into the Client Files folder.

The Login Client has access to the following tabs:

Actions:
1. File Organizer
Upload:
1. Electronic
2. FAX
3. App
Settings:
1. Update Profile
Notifications:
1. Notifications
Help:
1. Support Query
2. KnowledgeBase

Client

This is a role for a client that does not allow them to have access to the system (no login capabilities). This role is provided to create a portfolio for the Client (patient, student, child, etcetera) that other roles in the system can be given access to and collaborate on.

Adding a Role to a User

November 5, 2015/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

At any point in time, an Admin or a Group System Admin has the option of adding another role to an existing user.
Doing this will allow users access to new information and gain permissions that they did not have before.

Admins have the ability to add roles to Admins, Group System Admins, Group Admins, and Users.
Group System Admins can add roles to Group System Admins, Group Admins, and Users.

— To add a role to a user, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the drop-down menu next to their current role will give options of adding another role to that user.
– The Admin or Group System Admin can then choose which one(s) they would like to add.

Note:
Gold Standard Raters, Scorers, Login Clients, and Clients cannot have more than one role.

By adding a new role for a user, they will now have to have two (or more) Group Associations.

– The Admin or Group System Admin must go to the second tab of the “Edit User” window and associate their user with a specific level depending on their new role.
— To switch from one role’s Group Associations to another within the same user, the Admin or Group System Admin can go to the upper right hand corner of the tab and click on the drop-down menu next to the word “Role”. An image has been provided below to show its locality.
— The drop-down menu will have a list of the roles that the user now has. Selecting one will show the Group Associations of that role.
— Following the How to Add a User article’s instructions regarding required Group Associations, the Admin or Group System Admin will add the new association for the new role of the existing user.

Note:
Adding new Group Associations to the new role will not affect the other role or their Group Associations.

Changing a Role of a User

October 31, 2015/in Behavior Connect™: Features, knowledgebase, System Admin /by willoberleitner

At any point in time, an Admin or a Group System Admin has the option of changing a role of a user.

Admins have the ability to change a user from any role to any new role.
Group System Admins may change a user in their system to any role other than Admin.

— To do this, an Admin or a Group System Admin must access their System Admin.
– After finding the user they’d like to edit, they can click on the pencil icon in the last column associated to that profile.
– Once the “Edit User” window has opened, they can go to the section listed as Role(s). Using the “X” next to their current role will delete it.
– The Admin or Group System Admin can then choose a new role for their user.

*Friendly Reminder: Admins and Group System Admins should make sure that their user is now assigned correctly in their Group Associations according to their new role.
The How to Add a User article shows the required group associations of each role.

Notes:
Changing a Login Client to a Client: The Login Client’s “Client’s Files” and “Private Files” folders will move into the Client’s portfolio with all of its contents.
*Friendly Reminder: Clients’ portfolios are private and only accessible with permission from the Admin.
Changing a Client to a Login Client: All contents of the Client will move into the “Private Files” folder of the Login Client’s portfolio.
*Friendly Reminder: The Login Client’s portfolio has a “Private Files” folder that is only accessible to users who have permission from the Admin. The “Client’s Files” folder is accessible to users and that particular client to review.

Posts