Add a New Staff Profile

Use this guide to learn how to add staff profiles and enable their ALIS login. 

Access All Staff

Access the All Staff page by clicking the Dashboard icon or by clicking All Staff in the Staff menu at the top of any page.

In the All Staff page, it is important to make sure that the community name to which you want to add a staff member is selected from the top right dropdown menu. This ensures the staff member is created in their Main Community, which will be the default environment when logging in and using ALIS. 

Once the profile is created, you can always provide additional access to other communities if needed. Refer to this How do I associate a staff member to multiple communities? guide to learn more.

Add New Staff Profile

In order for a staff member to login to ALIS, you must create a new staff profile to enable their login. To begin adding a staff profile, navigate to the All Staff page and click +Add New Staff. You can also click the link at the top right under the communities menu to watch a short video about how to add staff.

1. In the pane that appears on the right side of the page, you are required to fill in the First Name, Last Name, Hire Date, Security Role. For more information about Security Roles, read this What is a Security Role? article. 
2. Make sure Login Status is toggled to "Enabled." If your company has the Lock by IP feature enabled, you will have the option to enable or disable a staff member's ability to login outside of your saved IP addresses.  For more information about Lockdown by IP, read this Lockdown by IP Address article.
3. Select the Set Password checkbox to set a password for staff to be able to login once the profile is created. To set a password, you have the option to Automatically send a randomly generated password that they will receive via email or SMS text, or you can Manually create a password.
   • • • For first time staff, we recommend setting a password Manually so you can more easily assist them with logging in.
4. While not required, the Job Role field is useful for adding a specific job title for the staff member. This title will display in your All Staff page table and after the person's name on certain documents. There are some suggestions in the dropdown menu, but you can also type any Job Role in this field.
5. At the bottom of the pane, click Add Staff and Go To to view their profile.

Login & Access

Once the profile is created, the staff member can log in to ALIS with their username and set password.

The ALIS username always follows the firstname.lastname format, however it is recommended to review the username first before providing it to staff in case there is a duplicate staff profile already created. When new staff profiles are created that have the exact same first and last name as an existing one, then the newly created profile would include a unique identifier (i.e., firstname.lastname1). 

To view a staff member's username or further manage their login information, scroll to the Login & Access section of their profile. This section is divided into Security Access and Login information:

• Security Access - Click the Manage Access button to update the Security Role(s), Enable/Disable Lock by IP (if applicable), and Enable/Disable Login Access. 
• Login Information - Click the pencil icon to edit a staff member's username, and click the Change Password button to set a new password. Note that you cannot view a set password and therefore will need to set a new one in the event that staff forget their password. 

Related Articles:

• What is a Security Role?
• How do I associate a staff member to multiple communities?
• How do I discharge a staff member?

For more assistance with Staff,

Contact our ALIS Customer Success Team

888.404.ALIS (2547) or support@medtelligent.com