How Do I Add a User?

For Network Administrators: make you're logged in as the network when adding users. This avoids confusion and allows you to add and assign a user to any of your agencies.

Step-by-Step Guide


  1. Click on the "Administration" heading. Click "Users".
  2. Click on the "New User"  button.

User

Worker Details

  • Owning organization: the organization the user is primarily associated with 
  • First name / Last name: the user's first and last name
    • Tip: if needing to track job position, you can add it in parenthesis next to the name

  • Email: the user's email address. This is the information they will use to log into the system. If a valid email is not provided, they will not be able to receive password reset notifications or any other communication from the system.
  • Password/Verify Password: the initial password the user will use to sign in for the first time. They will be asked to change their password after logging in.
    • 8 characters long
    • Have upper and lower case
    • Include at least 1 number 
    • Contain at least 1 special character

User Details

The Link2Feed system has several "roles" that can be assigned to a user. These allow access to various features. Some roles have to be granted especially. The following table lists all the roles that are currently in use:

Role
Summary
Access
Network AdminAllows the user to fully manage the network of agencies and all users, programs and settings. 

This role is required to submit a support ticket.

  • Access to network meal service log
  • Can start/end a meal service while logged into the agency they have access to
  • view/edit/delete the same fields as a Network Manager for ANY meal service as well as the following:
    • Number of meals from previous day

    • Number of meals received

    • Number of Additional Meals Served

    • Do the meals match the planned menu

    • Temperature of meals

    • Temperature of milk

    • Date

    • Time received

    • Started At

    • Ended At

    • Meal Type

    • Meal Style

    • Meal Recording

    • Reason for editing

  • Can add/upload participants in any agency
  • Can view/manage all duplicates while logged into the network level
  • Can manage network and all agency settings (including program types)
  • Can add/edit/remove any agency
  • Can add/edit/remove any user from all agencies
  • Access to lists and exports
Network ManagerAllows a user to manage multiple agencies and their users, assign some permissions and make some other changes. 
  • Access to network meal service log
  • Can start/end a meal service while logged into the agency they have access to
  • view/edit/delete the same fields as an Agency Manager for ANY meal service, as well as the following:
    • Number of meals from previous day

    • Number of meals received

    • Number of Additional Meals Served

    • Do the meals match the planned menu

    • Temperature of meals

    • Temperature of milk

    • Date

    • Time received

    • Started At

    • Ended At

    • Meal Type

    • Meal Style

    • Meal Recording

    • Reason for editing

  • Can add/upload participants in any agency
  • Can view/manage all duplicates while logged into the network level
  • Can manage network and all agency settings (including program types)
  • Can add/edit/remove any agency
  • Can add/edit/remove any user from all agencies
  • Access to exports
Agency ManagerAllows a user to manage users at their location. 
  • Can start/end a meal service at their agency 
  • view/edit the same fields as a General User for ANY meal service at their agency, as well as the following:
    • Eligible Carryover Meals

  • Can add/upload participants to their agency 
  • Can view/manage all duplicates at their agency
  • Can edit agency information (Administration, Organizations)
  • Can add/edit/remove any user from their agency
(General) User
  • Can start/end a meal service at their agency 
  • view/edit the following fields for ANY meal service at their agency
    • Number of additional children requesting a meal after all available meals were served

    • Damaged Meals

    • Number of Additional Meals Served

    • Comments

  • Can add/upload participants to their agency 
ReporterAllows the user to access the report system.
  • This includes all reports by default
Messenger

Allows the user to send messages in the system. 


  • Roles: by default, "User" is selected and is the only role needed to record meals in Kids Cafe. 
    • When adding roles to a user, it is important to always only assign what the user needs to do their job. If someone does not need to run reports, don't assign the Reporter role. Similarly, if someone needs to run reports but does not need direct client access, don't assign the Intake role.

  • Enabled: all new users are defaulted to "Enabled", this means they can access the system. If "Enabled" is unchecked, the user won't be able to log in. 
  • Click on Save & Next .  

Locations

  • The Locations page will list all of the organizations within the same network as your owning organization
  • Check off the locations the user should access to. If a location appears "greyed out" it is because the user does not have permission to that location. 

  • Click on Save & Next 

Applications

  • This page will display all the applications available in Link2Feed, despite if your organization has access to it or not
  • Select Kids Cafe
     
  • Click on "Save" 


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