How To Add Remove, or Suspend Users

Adding and Removing Users within the NeuroFlow Platform

Adding new users and updating existing users is an important part of keeping your NeuroFlow platform up to date. Read below on how to add new users to your platform, as well as editing, suspending and removing existing users. 

Users Tab:

The Users tab is where you will manage your team (add/edit/remove) and provide access to the NeuroFlow platform.

NOTE: Please note that the Users tab is not available in EngageBH organizations.

How To Add Users:

1. Go into Site Settings

2. Click on the "Users" tab

3. Click “Add user” and enter all relevant information about the user:

• You can choose from 5 different roles:
  • Organization Admin - has full oversight of the platforms entire organization  
  • Site Admin - has full oversight of the platform
  • Staff - will have limited access to the platform. Staff members can add/edit client information, assign activities, and generate monthly reviews, but can not see Urgent/At Risk notifications and do not have access to the Organization and Users tab within Settings and Preferences. 
  • Prescribers- not required to create a sign-in to be added as a Prescriber within NeuroFlow and will automatically have the invitation turned off. Will be listed in the drop-down when adding clients to NeuroFlow. Each client must have a prescriber assigned to them in order to be invited to NeuroFlow
  • BH Specialist - if you have an in-house behavioral health provider that will also be seeing individuals alongside the prescribers, you can add them to NeuroFlow and they can also be added to the individual's profile as well. 

NOTE: All users must have an email address in order to be added to the NeuroFlow platform.

How to Resend Invitations to Users:

1. Click on the 'Invite expired' icon

2. Confirm that you want to resend the invitation to the users email

How to Remove or Edit Users:

1. Click on the options menu (teal bar with 3 dots) and select "Delete" to remove a user. To edit a user's information, choose "Edit"

NOTE: If a user has individuals assigned to them, those individuals must be re-assigned to another user before they can be deleted. 

How to Suspend Users:

1. Click on the options menu (teal bar with 3 dots) and select "Edit" then to Suspend scroll down to Account Actions and click Suspend, or click Reactivate to reactivate a suspended user. 

NOTE: Patients can still be assigned to a Suspended User- but that provider will not get any system generated emails or be able to log-in/monitor urgent alerts as they will be locked out of NeuroFlow while suspended. Please make sure you have coverage or re-assign patients to another user before suspending. 

For any questions or further assistance, please contact [e-mail].