Members dashboard

As an account manager 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.

The Members dashboard lists the users in that organization in the form of cards with basic information for each member, as well as filters that make it easy to search for members and a button to add new members.

Member Status

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

Member Permissions

The central section of the member card shows which access profiles that member has. Permissions are the user profiles that member has. They can be one to four profile types, which are:

Contract Manager - authorized to view contracts and invoices
Device Manager - authorized to view devices for that organization
Account Manager - authorized to manage members and units
Health Professional - authorized to perform, view, and share monitoring sessions

Organization Units

The bottom section of the member card shows which organizational units the member belongs to.

Organizational units are logical groupings that help in user management.

They usually represent 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.

Filtering options

	The first filter members via organization unit. Units are entities created by the account managers themselves.
	The second 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
	The third filters members by role (user profile / access profile). There are four possible 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
	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 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.

B4C System - Portal User Guide (RevD)