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Creating and Managing Users

This screen contains configuration settings for the Nutrition Management Administrator for User setup. The Administrator is responsible for maintaining users and assigning appropriate security access to the application. 

You can print the Security Role Report to view a summary of the active users in your organization and the roles assigned to them. The report prints to Excel.

Note

For User Role access details, review Security for Nutrition Management before user setup.

  1. Administrator > Admin Setup > Users.

  • User Name - Specify the name used to log in. 

  • First and Last Name - Type information. 

  • Password and Retype Password - Type information.

  • External User Name (for Single Sign On access only) - Type in PointClickCare user name without the Org code. For example, dsmith.

  • User Roles - Select options. This determines user access. For more information, see Security for Nutrition Management.

  • Default Role - Select option. If multiple roles are selected, determines the role when a user first logs in.

  • Assign Facility(s) - Select options. Determines which facilities a user can access.

  • Default Facility - Select option. If multiple facilities are selected, determines the facility when a user first logs in.

  • Disable self serve password reset - Select Option. If selected, the user cannot update their My Account information (date of birth, security questions and answers) which is required to use the Forgot Password link on the Nutrition Management login page.

  • Force password change at next sign-in - Select option. 

  • Force account update at next sign-in - Select option. If selected, requires a user to enter account information such as birth date and security questions to use should they forget their password. 

  • Enabled - Select option. If selected, allows user access to Nutrition Management.

  • A check mark in the Admin column on the Users window identifies which users have the Administrator user role.

  • The Last Login column shows the most recent calendar date that the user logged in.

  • Select User Name to edit or delete.

  • External User Name is for Single Sign On. See Completing Single Sign On External User Name for more information.

  • Meal Orders User Role gives users access to the Ticket Dashboard.

  • Users can select Forgot Password on the sign-in screen and enter in account information, such as birth date and security questions, to reset their password.

  • Users can change their password and security questions by clicking My Account.

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