Both User and Admin Roles begin with creating a new User from Pulsara MANAGER. Follow these easy steps to make it happen.
Creating a new User
Creating a new Pulsara user is simple! Essentially, you create an invite and send it, the new User or new prospective Admin sets up their basic profile, password, and PIN, and then you approve the new User. Let's break it down, step-by-step.
Create an Invite
From Pulsara MANAGER, go to the left side of the screen to the Users tab and select Manage Invites. Next, the main screen will change and give you the option to view existing invites or create new ones. Click the blue "Create Invites" button at the right.
On the following screen, you'll confirm the correct hospital for the user is selected and fill out the necessary details. Select the appropriate teams for the new user, then add their email address, which Pulsara will use to send the user an invite to set up their profile, password, and PIN. You can actually create invites for multiple users at a time. You can add multiple email addresses and separate them with spaces, a comma, or place each address on a separate line.
Send the Invite
You've filled out the invite. In the screenshot below, you can see an example of a completed invitation. Once you have filled out the necessary parts of the invitation, click the Send Email Invites button at the top right.
After you click Send Email Invites, you will be taken back to the Manage Invites screen and you should be presented with this green confirmation bar that will appear for a few seconds.
Resending & Deleting an Invitation
To resend or delete an invitation, navigate to Manage Invites and locate the invitation. To resend the invitation, click the resend button (envelope-shaped icon). To delete an existing invitation, click the "X" button.
Want to create an Admin or promote an existing User? Check out this article on How to add an Admin.