Instructor- Manage Clinical Site Users
Manage Clinical Site Users allows you to add outside users from a clinical site to your school, enabling them to view and cancel opportunities and flag students.
Note: Options and displays mentioned in this article will differ for users depending on their profession, class associations, and permissions assigned to their instructor role within Platinum Planner.
To locate this feature, click the Options tab in the red toolbar and select Manage Clinical Site Users.
Contents:
B. Clinical Site User Data Table
A. Adding Clinical Site Users:
1. Begin by clicking the +Add A New Clinical Site User button on the upper right of the page to add a new clinical site user.
2. Search for the user's email address by entering it into the search bar labeled "Search Email Address" and clicking Search.
3. If the user exists, their account will pop up, then click Save.
If the user does not yet have an account in our system, you will see the message, User Not Found. Please complete the information below to create a new user for the User role.
Fill out the required information. The Role you select will determine the opportunities the site user can see. Site managers can view all opportunities, whereas site supervisors are limited to their location.
Click Save at the bottom when you are finished.
Note: If the user you are adding already has an account in Platinum (either Testing or Planner) and the system cannot find them, it indicates that the email entered does not match the email used for the other role(s).
B. Clinical Site Users Data Table:
On the Manage Clinical Site Users page, you will see the clinical site users associated with your school. This page defaults to the Active tab.
Clinical Site User Search: You can search for clinical site users by entering their first name, last name, or email address and clicking Search.
Configure Grid Options: (Sun-shaped button next to Search) This button allows you to control the columns in the grid below.
- Info: To learn more about how to use this button, click here.
Export: (Raincloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV.
Tabs:
- Active: Active clinical site users who are associated with the school.
- Flagged: Any user who has been flagged from their clinical site user role, removing their access to it.
- All: All clinical site users, both active and flagged.
Actions:
Login As: This allows you to assume the clinical site User's identity.
Edit: Allows you to view the clinical site user's profile.
Flag: This removes the user's access to their clinical site user role.
Unflag: This replaces the user's access to their clinical site role for flagged users.