The Account Manager function allows an assigned user 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.
PRECAUTION - This user profile 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.
ATTENTION - This application only appears for corporate users with an account manager profile.
Member dashboard
Member Management
Dashboard overview
Card View | List View |
|---|---|
 |  |
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.
 | 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. |
 | The third filters members by role (user profile / access profile). There are four possible roles:
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 | The second filters members by status. There are five possible statuses:
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 | The first filter members via organization unit. Units are entities created by the account managers themselves. |
Dashboard cards
Item | Image | Description |
|---|---|---|
Status and Name |   | Name - user name and picture Red - suspended corporate account user Green - active corporate account user |
Username |  | Username - used for login into the portal. It is either an email address or CPF (Brazil) |
Roles |  | Permissions are the user profiles that member has. They can be one to four profile types, which are:
|
Change Pwd |  | Quick access to one of the most used functions of member management |
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