How to Create an OpenBeds User

This page outlines how an administrative end user can create a

1. Login to OpenBeds.

2. If multiple accounts are displayed, ensure to select the appropriate administrative account.

3. Navigate to Manage Users.

   

4. The Admin Tool is displayed.

5. Click the + Add New User button.

   

6. The Add New User panel is displayed.

   

7. Enter the user’s personal details.

   1. Usernames must be unique.

   2. Select the appropriate organization from the dropdown.

   3. If this is their only/first account, check the primary account box.

   4. Select the user's role from the dropdown.

      1. Different roles have differing requirements and menus, which display once the role is selected.

      2. For example, when creating an OpenBeds Receiving/Referring Admin or Provider, an additional Access tab is displayed at the top of the Add New Users screen, where you should select the organization or service(s) the user you are creating needs access to:

         

      3. When creating a Crisis MCU Team Member, a Tags section is displayed at the bottom User Details where various responder configurations are entered:
         
         
         

8. Select whether you want to send the activation email now or later.
   1. If you chose later, you may wish to see: Resending and Details on OpenBeds Emails.
9. Click Submit.
10. If there are any issues or missing data, an error will display, for example:
    
11. Otherwise, a successful message will display and the user will be searchable in the list.