User Manager- Add, Remove, Edit Staff and Surgeons
All Settrax Facility Administrators have the ability to add or remove users for their Facility's system. With the User Manager, an Administrator can add staff, supervisors, administrators, and surgeons. Each of these credentials has different privileges.
- Staff User - Ability to search Settrax case ID's, re-print labels, and view IFU's and count sheets.
- Supervisor - In addition to Staff User capabilities, the ability to sign off on discrepancy reports, schedule and message vendors.
- Admin - Full privileges, including the ability to add, edit and remove users, and manage vendor facility access.
Example: As the Sterile Processing Director you hire a new full-time employee that will be tasked with processing vendor trays. While you don't want to provide that staff member the ability to change policies you would like to provide them the ability to review SettraxID's and see what the incoming and outgoing vendor trays should look like.
To add a new surgeon and user:
- Log into Settrax and select the Settings tab.
- Click User Management.
- Click New Surgeon or New Facility User
- For New Facility User
- Fill in all required fields
- Under User Role, choose the type of privilege you want to provide
- Click Add User to complete the addition
Note: The newly added staff user will receive an email with their login credentials. This notification does not apply to adding or removing surgeons.
How to Edit a User
- Log into Settrax and select the Settings tab.
- Click User Management.
- Click the edit icon next to the user you would like to update
- On the next page, you'll be able to make any necessary changes, such as updating the Account Role.
- Then click Update, followed by Finished to save your changes
If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!