Overview

In order for any staff member to access and use IMPACT Feedback, a user account must first be created. An important aspect of creating a new user is deciding what level of access they should have. The level of access, or 'permissions' for a particular user are assigned by a 'Role'. That is, a set of permissions for a particular user or group of users is first established as a role. After a role has been created with particular permissions, any new user can be assigned that (or any existing) role. Please see Roles for more information.


How to Add a New User Account

  1. Open Settings in the Navigation Menu and then select Users. This opens the User Management page
  2. Next, click the +NEW button in the top right corner. This will bring you to the Add User page.
  3. Enter in the information for the new user:
    • Username: This must uniquely identify each user. Email address can be used as username. 
      • If you are using Single Sign On (which utilizes your institutions username and password), please be sure to supply the username that is designated by your IT department.
    • Email address: This field is important as any notifications sent from IMPACT for a particular user will be sent to this email address.
    • Cell/Alt phone: These fields is optional. However, if your organization uses multi-factor authentication, then a cell phone number is required.
    • Role: Selecting a role for a user is required and assigning the proper role is critical. Particularly, if the user should not have permissions to see sensitive information. Please see User Roles (Permissions Sets) for more information.
  4. After completing the Add User form, click the  SAVE button located at the bottom of the page to create the user account. This will then open the User detail page for this newly created user.
    • This creation will result in an automatic email being sent to the email assigned to this user, providing their login information and a link to the IMPACT Feedback login page. The text of this new user email can be edited for each institution. Please see User creation and Password Reset Messages for details. 
    • If you are not using Single Sign On, a temporary password will be sent in this new user email. This password will expire in 7 days. If this password has expired before the user has logged in, their password will need to be reset. Please see User Password Reset for more information.
  5. If the role assigned to this user is limited by Referral Source or Referral Type restrictions, please be sure to assign these options so that this user can create/access cases. Please see Referral Type/Source User Restrictions for more information.