Members management (Account Manager)

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

PRECAUTION - This user 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.

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

Member dashboard

1 Dashboard overview
2 Dashboard filters
3 Dashboard cards
4 Notifications

Member Management

Dashboard overview

Card View	List View

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.

	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: Account Manager - authorized to manage corporate account members and units Healthcare Professional - authorized to perform, view and share monitoring reports
	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
	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

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: Account Manager - authorized to manage members and units Health Professional - authorized to perform, view, and share monitoring sessions
Change Pwd		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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