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====== CareFree User Accounts ======

This training guide is specifically for users who need to add user accounts to CareFree and also manage what access rights they have in CareFree.

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**For more information about changing and resetting CareFree Passwords please see the page for [[maintaining_carefree_passwords|CareFree Passwords]]**
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===== Adding CareFree User Accounts =====

1. Go to the **Tools** menu at the top of the screen

2. Go to **Maintain Users**

3. Click **Users**

{{ :wiki:maintain_users_menu_users.png }}

4. When the user screen appears, click **New** to create a new user

{{ :wiki:2018-10-05_09h21_01.png |}}

5. Type in the name of the required new user in the **User Name** field

6. Select an appropriate **role** for the new user

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**To add more roles see the next chapter of this page - Creating User Roles**
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7. Select the companies and branches this new user will have access to

8. Select whether the new user will need to receive alerts and/or notifications for certain companies and branches

9. Click **OK** and to save the new user

===== Removing a CareFree User Account =====

1. Go to the **Tools** menu at the top of the screen

2. Go to **Maintain Users**

3. Click **Users**

{{ :wiki:maintain_users_menu_users.png }}

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4. Select the user you wish to remove. Press **Delete**

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===== Creating User Roles =====

Each user will have a designated User Role. This will determine which functionality and information within CareFree they can access. You can create/amend user roles via the Items screen choosing the functionality each user role has access to.

1. Go to the **Items** screen 

2. Go to **User Roles**

3. Click **New** if you wish to create a new user role or if you wish to amend an existing user role, select the user role and click **Edit**

{{ :wiki:2018-10-04_16h16_08.png |}}

4. A list of system areas will be displayed. The tick boxes within these areas will allow permission where ticked and deny when unticked\\ //For example, under the Carers area if the Add tick box is ticked the user will be able to add new carers to CareFree. If the Delete tick box is unticked the delete button will be greyed out//

Once the roles and role restrictions/access criteria have been set users can be created and assign to the appropriate user role.
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==== Financial Information User Access ====

It is common for system administrators and managers to want to restrict access to financially sensitive information.  This is easily achieved by denying access to certain functional areas for specific user roles. 

1. To restrict access to the wages or invoices sections ensure that there are no ticks in the access rights for the areas of **Invoices & Wage Sheets**

{{ :wiki:2018-10-04_16h33_39.png?600 |}}

2. It may be handy to also restrict access to pay and charge rules as this will display hourly pay rates

{{ :wiki:2018-10-04_16h34_31.png?600 |}}

3. To restrict users being able to access finance information such as bank details ensure the tick boxes in the finance section are unticked

{{ :wiki:2018-10-04_16h35_12.png?600 |}}
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