People and roles
Invite staff, give each person roles for the right places, and remove access when someone leaves.
People and roles lists every staff account with its roles and status. Nobody can sign up as staff on their own.
Invite a staff member
Choose the role and where it applies: a GP for GP Officer, GP Staff and SHG Supervisor; a facility for SWM and PWM Facility Managers; nothing more for BDO and Block Admin.
Passwords while WhatsApp codes are off
New staff get the shared starting password, which the platform team gives you. Tell it to the person; once WhatsApp codes are on, they set their own.
One mobile number is one account. A number already used by an account cannot be used again.
Invite in this order: the BDO; SWM and PWM Facility Managers with their facility; GP Officers and GP Staff with their GP; SHG Supervisors with their GP.
Change someone's access
Use Actions on the person's row:
- Add role or remove one (×): their past records are kept.
- Resend invitation: sends the invitation message again.
- Sign out of all devices: ends every session, for example when a phone is lost. The field app wipes that person's unsent records from the phone the next time it connects.
- Deactivate: they can no longer sign in and all their roles end. Their records are kept.