Add a Persimmony User:
Step 1: Select Security.
Step 2: Select +New User.
Step 3: Click the drop-down box and select the Agency.
Note: Current Fiscal Year should be checked (by default). This ensures that only active agencies will appear in the dropdown menu.
Step 4: Select the User Group from the drop-down menu.
Step 5: Enter the user's first and last name, email address and phone number.
Step 6: Enter any other relevant information that you need.
Step 7: Select Add.
Note: There is no need to remember the system generated password. The user will receive an automated email with instructions to change their password.
Adjust / Add User Security Settings:
Note: The majority of the User's security settings are pre-configured depending upon the User Group they have been assigned to.
Step 1: Select the User from the User List.
Step 2: Ensure the User is in the correct User Group.
Step 3: Use the scroll bar in the Menu Items to view available options. Click to enable individual options for the User.
Step 4: Assign the User a Role.
Roles:
CM: (Case Manager) User will be interacting with clients and documenting encounters.
Clerk: User will be completing data entry on behalf of case managers.
