Configuring ALIS Connect Settings is the first step to setting up the portal for use. This guide details how to enable ALIS Connect per community and create custom User Profiles. Once user profiles are created, you will be able to assign them to specific residents or contacts in the next phase of the setup process.
For more general information about ALIS Connect and how to enable it for your company, refer to the ALIS Connect Reference Guide.
For instructions on assigning user profiles to residents or resident contacts, refer to the How to manage ALIS Connect users guide.
Access ALIS Connect Settings
Configuring these settings is often handled by a company or community administrator as it requires specific security role permissions. For assistance, contact your Account Manager or our ALIS Customer Success Team.
To access these settings, navigate to Settings > ALIS Connect.
Communities tab
The Communities tab allows you to enable ALIS Connect for specific communities, configure social details and payment gateways, and associate user profiles, with the option to disable the feature at any time.
Click Enable for any communities for which you want to turn on ALIS Connect.
Use the Manage button to add any additional socials details and enable the Payment Gateway (if applicable). Once you have created user profiles, you can then use this button to determine which profiles are associated to each community.
Note that authorized users can Disable ALIS Connect at a community at any time, which hides the Connect Center page from view and automatically revokes external user access.
User Profiles tab
User profiles act as permission templates that determine exactly what data a family member can see. You can create as many profiles as necessary to accommodate different types of contact or resident needs (e.g., a "Billing Only" profile for a financial proxy versus a "Full Access" profile for a primary caregiver).
- Got to Settings > ALIS Connect, and click on the User Profiles tab.
- Click +Add New User Profile.
- In the Add New User Profile pane that opens to the right, fill out the required details:
- Profile Name: Type the name of the user profile (e.g., "Billing Only Access").
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Access Level: Determine which user type this profile is for.
- Family - Use this option to create a user profile for resident contacts.
- Resident - Use this option if you plan to give direct ALIS Connect access to any of your residents.
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Access: Use the checkboxes to determine which information will be visible to users assigned to this profile.
Evaluations - Gives access to the most recent evaluation
Invoices
Statements
Medications
Family Engagement
Activity Calendar
Menu Calendar
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Email: Based on the access provided to the user, you can select which type of Email Notifications to include. If enabled here, family members (or residents) will receive email notifications when you post new content. These emails prompt them to log in to ALIS Connect to view the update.
Note: Connect users can choose to unsubscribe to these personally, but they can only opt-in to features that you have enabled in this step.
- Communities: Select which communities to apply this user profile to.
- Click Create User Profile to save.
Once you have created User Profiles, you will now be able to give ALIS Connect access to residents or resident contacts. For more information on how to provide access to users, refer to this How to manage ALIS Connect users guide.
Related Guides:
- ALIS Connect Reference Guide
- How to manage ALIS Connect users
- How to manage the ALIS Connect Center
- How to pay bills in ALIS Connect
- How to use ALIS Connect (For Families)
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