Users Tab

Users are the people who have access to your organization's information in HCR. Clicking on the Users tab will display the list of users.

Add a user

To add a user, click on +add.

Open

Select the following information:

• Organization (required): If you have access to multiple organizations, select the organization

• Role (required): Select the user's role

• Email (required): Enter the user's email address

• The user will have access to this role from - To (optional): You can add a start and end date for a user requiring temporary access.

• Then click on Verify Email.

Open

If the email address is registered in a member's profile in the system, it will ask you if it is the right member to link.

Click on Confirm if it is the correct member; if not, click Back.

If no user is associated with this email address, the system will ask you to enter the first and last name to create the user and link him to the role and the selected organization.

Click on Confirm

The user will receive an email with a temporary password to log in to HCR. This will allow them to confirm their account and settings.

The temporary password will only be valid for seven days.

Editing a user

Click on the user's name, and a side panel will open on the right, you will be able to modify the following elements:

• User's role: this is the role that has been attributed to the user

• Status: this is the status of the active or inactive member

• Dates restrictions: you can change the dates if the user has date restrictions

• Last Login: this is the date and time of the user's last Login

Delete a user

To delete a user, click on Action and then on Delete.

Additional Roles

It is possible to assign additional roles to a user to give him access to certain additional functions that are not allowed with his primary role.

Click on the user's name, and a side panel will open. Click on the blue pencil and choose the permissions and functions you wish to add to the user from the drop-down list.

Adding additional roles for a user is based on your roles and permissions.

User - Generic email address

If you use a generic email address such as admin@ahm.com and the first and last name of the user of this email address change, you have two steps to modify this information.

Step 1 - Modification in HCR Organization

• Remove the user using the generic address by following the steps described previously.

• Add the new user to the generic email address as described previously.

Step 2 - Modifying Spordle My Account

• Navigate to Spordle Account, enter the generic email address, and click Login.

• Click on the forgotten password.

•  Do not close your window, go to your mailbox to get the 6-digit verification code the system will send you. Enter the 6-digit code.

• You must enter the 6-digit code in the box provided, create a new password, and confirm it. Once you have completed this information, click Submit.

• Enter the new password you just created and click Login.

• Then click on the Settings menu in My Account and Edit to change the user's first and last names.

• Once you've changed your first and last names, click Save.

• The user's first and last name will be changed in Spordle My Account with this generic email address.