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The As an account manager has you have access to a dashboard that gives visibility to all users who are part of that organization. It contains all member management functionality for that organization.

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Member Status

The upper left -hand colored stripe shows the status of the member in that organization. This status depends on different moments, actions and member authorization.

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Member Permissions

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The central section of the member card shows which access profiles that member has. Permissions are the

access

user profiles that member has

, ranging from at least

. They can be one to four

access profiles

profile types, which are:

  • Contract Manager - authorized to view contracts and invoices

  • Device Manager - authorized to

enable listing sensors
  • view devices for that organization

  • Account Manager - authorized to manage members and units

  • Health Professional - authorized to perform, view, and share monitoring sessions

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Organization Units

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The bottom section of the member card shows

to

which organizational units the member belongs to.

Organizational units are logical groupings that help in user management.

They usually represent

areas or groups of people

users with similar purposes within that organization.

Member Filtering

There are filtering options that can help you find a specific member in the Members dashboard. You can filter members using one or more search and filter combinations.

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Filtering options

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The first filter

option allows members to be searched by

members via organization unit.

Units are entities created by the account managers themselves.

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The second

filter option allows the search of

filters members by status. There are five possible statuses:

  • Active - Member with normalized access to perform the functions from their access profile

  • Pending - Member has not yet accepted an invitation to the organization

  • Suspended - Member suspended by the account managers themselves

  • Declined - Member has declined the invitation to join the organization

  • Blocked - member blocked centrally by brain4care

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The third

filter option allows you to search

filters members by

function

role (user profile / access profile). There are four possible

functions

roles:

  • Contract Manager - authorized to view contracts and invoices

  • Device Manager - authorized to activate and view devices

  • Healthcare Professional - authorized to perform, view and share monitoring reports

  • Account Manager - authorized to manage corporate account members and units

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The fourth option is a “search by name” one.

Enter the full name or part of a name and the portal will search for members whose names contain the characters you typed.

Choose one or more options and click Apply filters. To cancel a filter or search, click Clear filters.

Member

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Paging

When the member list is larger than eight, the portal will organize this list on different pages. Use the arrows or page numbers to access the rest of the members.

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