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FAQs

Introduction

This article is meant to assist you with adding a User ID.
If you have a question not addressed here, you can search at the bottom of this article in
Related Topics or you can Contact Support.

Overview of the User ID

Accessing the extendedReach software system requires a User ID. This is the first step in adding a new hire to the system. An employee would require only a User ID if they need to access the system only. If an employee will be working with cases within the eR system, they will require a staff profile, as well. For assistance with Adding a Staff Profile, please see Related Topics.

Adding a User ID Security Level Requirements and Access

You must be an Agency Administrator to access “Administration” on the left side of your Workspace. Go to “Organization Settings” and click on “User IDs”.

Image: “Organization Settings User ID Access Screen”

3 Steps to Creating a New User ID

  1. Within User IDs, click on “Add User ID”.
    If your agency has a Foster Care module and you need staff to be able to access both GCM and Foster Care, you can copy their User ID from the Foster Care module using the “copy From” button.

Image: “User ID Add User Screen”

  1. Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.

Image: “User ID General Screen”

“User Information”

Image: “User ID Info Screen”

User Information Description
Last Name Last name of the staff member
First Name First name of the staff member
Middle Initial Staff member’s middle initial
Organization Organization the staff member belongs to
Job Title Job title of the staff member

“Login Information”

Image: “User ID Login Screen”

Login Information Description
E-Mail Address Use the work email address provided to the staff member. This will be the email address used to login to the system
Password and Confirm Password You can create other password rules in Organization Preferences. See Related Topics for more support with Organization Preferences
Force Password Change on Next Login This will be checked automatically, so the user selects their own password (instead of your default password) the next time they log in
Send Welcome Email You can check this, so the user will receive an email with all login instructions. See Related Topics for more support on Getting Started

“Workspace Setup”

  • Role and Display: Designate the Role of user and select the Display you wish the user to view on their Workspace.

“Administrative Support”

Image: “User ID Workspace Admin Screen”

Admin Support Workspace Description
Only reports I need to approve If you check this, the adminwill see only reports they need to approve on their Workspace
Schedule portlet Displays all upcoming appointments
Pending Referrals portlet If you check this, the admin will see all active referrals on their Workspace
Awaiting Approval portlet Show all activities/reports awaiting supervisor approval
Full Case Roster portlet Displays all of the organizations’ cases. This can also be accessed through the Cases tab on the sidebar

“Case/Licensing Worker”

Image: “User ID Workspace Worker Screen”

There are not any display settings available for caseworkers.

“Supervisor”

Image: “User ID Workspace Supervisor Screen”

Supervisor Workspace Description
Only workers I supervise If you check this, the supervisor will see only workers they supervise on their Workspace. If they wish, however, they can still access this information under “Cases” on the left side of their screen
Only reports I need to approve If you check this, the supervisor will see only reports they need to approve on their Workspace
Schedule portlet Displays all upcoming appointments
Pending Referrals portlet If you check this, the supervisor will see all active referrals on their Workspace
Awaiting Approval portlet Show all activities/reports awaiting supervisor approval
Full Case Roster portlet Displays all of the organizations’ cases. This can also be accessed through the Cases tab on the sidebar

“Other Options”

Image: “User ID Other Options”

  • Weekly Status Email: Your agency can choose to send weekly emails to varying groups including cases and homes.
  • File Manager : eR Plugin is the default. This is extendedReach’s proprietary software that allows users to edit documents right in the eR database. For additional support with Installing the eR Plugin, please see Related Topics.

Image: “eR Plugin Icon”

  • Download Folder: This is the location extendedReach temporarily holds your file while you edit it in eR Plugin.

“Security Rights”

Image: “Security Rights”

Security Rights Description
Administrator “Administrator” indicates the level of security this user will have. (See User Security Permissions for more details.) You can either select Full Administrator, Restricted Administrator, or no administrative access
Apply Profile By selecting a profile for this user, the system will auto-populate roles typically performed. You are able to then adjust the selections by checking or un-checking roles. (See User Security Permissions for more details.)
Miscellaneous Permissions You are also able to adjust “Miscellaneous Permissions” for the user you are adding, if you wish. (See User Security Permissions for more details.)
  1. Press SAVE to complete Adding a User ID

Image: “User ID Save”

Once the employee has a User ID, in most situations, you will also need to Add a Staff Profile for that employee.

Next Topic Adding a Staff Profile →