User Management
Overview
There are two key user types in NDConnect: Support Coordinators & Administrators. Users are maintained by your administrator(s) When required a Request to Register email is then sent to the users email Users click on this link and set up their own strong password
Adding New Users
New users are set up by administrators. Basic details are entered including login Id - usually your company email but this can be any Id unique in the system Once set up the administrator send a Request to Login email from the User screen. The user is then required to enter a strong password prior to logging in
User Passwords
User passwords are one-way encrypted and thus only known to the user. Users need to reset their own passwords if they need to change. Passwords must be min 7, max 15 chars, contain at least 5 alphabetic characters (A-Z) and at least 2 non-alphanumeric (eg. #@$!&*)
Grouping Users in Departments
Users are allocated to a Department to facilitate a team or group view of Clients and other artifacts including Case Notes. This also supports the generation of Support Coordinator invoices at the department/group level. Departments are maintained by NDConnect administrators
User Roles
The following roles are supported: - Administrators NDConnect priviledged users who have access and oversight of all User activity as well as manipulating Core Data elements - Support Coordinators These users can be assigned to Clients as the lead or Assistant Coordinator - Restrict Own Clients Ensure Support Coordinators can only see and administer their Client base - Executive Users who you may want to peruse systeem data and dashboards but have no ability to update data
Using the Mobile App
NDConnect is available as a native Android or iOS App and supports: - Client Search/filter - Review of Client Details - Review of Client Support Items - Adding/editing/reviewing of Client Case Notes Users use their usual userId and passwords to login to the App
Two-factor Authentication/Login
To ensure a higher level of security, users can be forced to enter an additional 5 digit number when they have logged in with their password. This number ie either emailed or sent via SMS to the user's mobile. to enable 2FA administrators need to click the 2FA checkbox under System Access on the User details screen.
Support Coordinator Invoicing
NDConnect supports the generation of PDF invoices for individual or groups of Support Coordinators. This unique ability requires the establishment of Support Coordinator rates per NDIS Support Item.