On the left-hand side of the screen, click on 'My Organisation' in the main menu. This will open a tab titled "Users" with your organisation's name at the top. From here you can add a new user, suspend, and delete members of your organisation.
📍 This article includes how to:
Add a new user
Suspend a user
Multiple users
One user
Delete a user
Add a New User
If you have someone new joining your organisation you can add them through the case management software.
Click the 'New User' 👇 button at the top-right of the screen
Fill out the user’s details ✍️ in the form that appears
Click 'Save' ✅
This will send an email from [email protected] to the user with instructions on how to log in and set their password 📧 (seen below)
You have now created a new user!
Suspend a User
If a user has left your organisation and should no longer have access, it’s best to suspend their account.
Method One (Multiple Users):
Go to the 'My organisation' tab
Find the user 🔍 in the list
Tick the box ☑️ next to their name (and then select it for any other users you would like to suspend)
Scroll to the top, and click the 'Suspend' 👇 button
The user will no longer be able to log in, you have suspended their account!
Method Two (A single user):
1. Go to the 'My organisation' 👇 tab
2. Find the user 🔍 in the list
3. Click on the 3 dots next 👇 to the user's name on the right
4. Then select 'suspend user' 👇 from the drop-down of options, this user will then have all their rights on Joy taken away unless you decide to un-suspend the user
5. If you would like to un-suspend the user, you simply follow these steps however you select the button which will say (instead of suspend user) 'Re-Activate User' 👇
6. You have successfully suspended a user!
Delete a User
If you want to remove a user permanently.
Find the user 🔍 in the list
Tick the box ☑️ next to their name (and then select it for any other users you would like to delete)
Scroll to the top and click the 'Delete' 👇 button
The user will no longer be able to log in and their account will be deleted
📌 Note: Be cautious when deleting a user, as this could impact data or caseloads assigned to that staff member. It may be easier to suspend their account.
Video Walkthrough