Creating a New Provider Team Member

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. Select Provider Details, then choose Team.

3. Before creating a new user, check whether the user already exists as Inactive.

• Click on the Filters button.

• Check both Active and Inactive boxes under the Account Status filter.

• Click Apply to update the results in the table.

• To update an existing user from Inactive to Active, click on their username to bring up the Edit Team Member window. 

  

• Check the Active checkbox, then click Save.

4. To continue with adding a new user, click the + Add Team Member button above the table.

5. Complete the required form details:

• Username: this must be an email address, preferably linked to your organization.
• First and Last Name
• Title
• Contact Email: this will pre-fill with the same email address as the username. 
• Number: this is optional, but we recommend adding a mobile number.
• Active checkbox: be sure to check this box to allow the user to log in to CCPS.
• Region: select the only option in the dropdown.
• Assigned Role: most users will hold the Provider User role, where users can assign placement requests, manage and update Locations and Availabilities, update Clinical Requirements and run reports.

• Assigned Organization: click Add and select your organization from the list.

  

6. Click Save. A welcome email will be automatically sent to their contact email address with instructions on logging in to CCPS.