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Admin quick guide

Who: hospital administrators.

Add a member of staff​

  1. Go to Admin → Users and select Add User.
  2. Identity: username, full name, email, phone and a password of at least 8 characters.
  3. Role + Depts: choose the Role and Departments.
  4. Groups and Overrides are optional.
  5. Select Review, then Create user.

For many people at once, use Bulk Import. Each user's row has Edit user, Reset password and Delete user.

Give one person more, or less, access​

On the user's row, select Permission overrides. This opens Admin → Settings → Access Matrix for that person. Set each permission to Allowed, Not granted or Inherit (from the role), and save.

Create a role​

  1. Go to Admin → Roles & Permissions and select Add Role.
  2. Enter a Role Code (for example senior_nurse) and Role Name, and optionally a Permission Template. Select Create.
  3. From the role's More actions menu, choose Permissions to tick what it can do, or Field access to hide sensitive fields.

Built-in roles carry a System badge and cannot be deleted. You cannot give a role a permission you do not hold yourself.

Administrator roles are managed only by administrators

Only an administrator can give someone the Super Admin or Hospital Admin role, or change an administrator's account. Everyone else does not see those choices, and the server refuses them: "Only a hospital administrator can change an administrator's account."

Switch modules on or off​

Go to Admin → Settings → Modules. Flip a module's switch, or choose an Edition and select Apply edition. Switching a module off removes its menu and its API. A module cannot go off while another module that needs it is on; each card shows Needs: and Needed by:.

Single sign-on​

Go to Admin → Single Sign-On and select Add provider. Enter the provider's details, then map its groups to roles under Group mappings. A directory group can never be mapped to an administrator role.

Check backups​

Go to Admin → Settings → System Health. The Database backups card shows whether the latest backup succeeded. There is no screen to start or restore a backup yet; see backups.

Machines​

See join a ward PC and remove a machine.