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The Account Manager function allows an assigned user back to index | back to modules

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The members management module is used to create, view, and change members of an organization (corporate account) and their corporate user profiles.

It also allows the user to create, manage and delete organizational units with their respective members.

Note

PRECAUTION - This user profile module is the most important one in the licensed portal when considering aspects of information security. It should be restricted to a few people in an organization, usually someone on the clinical engineering or information technology team.

Info

ATTENTION - This application only appears for corporate users with an account manager profile.

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Member dashboard

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Member Management

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Dashboard overview

Card View

List View

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Dashboard filters

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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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.

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The third filters members by role (user profile / access profile). There are four possible roles:

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

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

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The second filters members by status. There are five possible statuses:

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

  • Suspended - Member suspended by the account managers themselves

  • Blocked - member blocked centrally by brain4care

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The first filter members via organization unit.

Units are entities created by the account managers themselves.

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Dashboard cards

Item

Image

Description

Status and Name

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Name - user name and picture

Red - suspended corporate account user

Green - active corporate account user

Username

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Username - used for login into the portal. It is either an email address or CPF (Brazil)

Roles

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Permissions are the user profiles that member has. They can be one to four profile types, which are:

  • Account Manager - authorized to manage members and units

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

Change Pwd

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Quick access to one of the most used functions of member management

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Notifications

The following notifications are unique to a corporate user with an account manager profile:

  • Notice that a member requested their organization removal

  • Notice that brain4care blocked the corporate account (message appears on the personal account

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