(Admin) How to Add an Alias User

The process for setting up a user in Fixus is not as simple as creating a username and password. A alias user account must be created via the Admin permission, then accessed via the agency and given the necessary role/s (set of permissions).

Points to remember:

* A User MUST belong to an Agency.

* A User CAN belong to one or more Teams and have one or more Roles.

* A Team MUST belong to an Agency.

* A User CAN belong to a Team from a different Agency.

1. From the Program menu select Administration.
2. Click on Agencies in the sub menu.
3. Click View on the Agency the user will belong to.
4. Click Staff from left side menu.
5. Click + Add staff member.
6. Select Create an alias for an existing account.
7. Select the required user from the dropdown User Account list.
8. The user Name and Contact Method will pre-populate (update if required)
9. Select Roles the user will require.
10. Select Teams the staff member will be part of.
11. Click Save.
12. Once created the Alias account can be selected via the User Profile icon and the additional modules accessed through this alias account.
13. Once saved, add in the required module access by selecting the module then Update.
14. Select Active to activate the user within that module and Notifications to receive communications on staffing assignments (usually reserved for Team Leaders or Management). During the process a new Practitioner Key is also created automatically.