2.3.1 - For Agency Managers & Network Administrators (US)

Owned by Stephanie McLean (Unlicensed)
Last updated: 18 Dec, 2020
5 min read

This rollout will consist of changes to our login process to accommodate our new "single sign on" feature that integrates logins for intake and our new Pantry Inventory and Kids Cafe systems.


You can still access your live portal link as usual to log into Link2Feed    portal.link2feed.com

There will be a redirect, which means the URL will look different (accounts.link2feed.com), but the site will look exactly the same.

 

After logging in, you will be redirected to the Client Intake system you're used to.


Administration

  • The "single sign on" section is referred to as the Accounts system. This is where you will now be managing your users and organizations.
  • If you click on "Messages", "Users" or "Organizations" within your Client Intake system, you will be redirected to the Users and Organizations section of the Accounts system, where all of your information has been moved over

You'll notice a few differences in the "Users" and "Organizations" areas. 

Organizations

  • There is an additional tab indicating which system the organization has access to (Intake, Inventory, POS)
  • A link is also provided to contact Link2Feed if you want to access/purchase a system you don't currently have access to.

User

Worker Details

  • Owning organization: the organization the user is primarily associated with 
  • First name / Last name: the user's first and last name
  • Worker type: whether the user works full-time, part-time or is a volunteer
  • Preferred Time zone: this will be default to the organization's time zone

 

User Details

  • 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.

  • Roles: you'll notice there are additional rules available. You'll be able to manage user roles from all of the systems you have access to (Client Intake, Inventory, POS, Kids Cafe)

  • 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. 
  • NEW! Click on Save . 

  • You will be brought to the user's profile and be shown icons on the right to continue customizing their profile.


Locations

  • The Locations page will list all of the organizations you have access to based on the Owning Organization you selected on the previous page.
  • Click on "Save" . 

Applications

  • This page will display all the applications available in Link2Feed, despite if your organization has access to it or not
  • Select "Intake" only. 

  • Click on "Save" .

     

Intake-Specific

  • Select the client intake pages the user should have access to
  • Click on the "Save & Next"  button to save changes or "Cancel"  to discard the changes and return to the Users page.

Reports

 

  • Select the reports the user should have access to


The system will notify if you have forgotten to check off the "Reporter" role. The user would need this role checked off in their profile in order to view any reports you've checked off on this page.

  • Click on the "Save & Next"  button to save changes or "Cancel"  to discard the changes and return to the Users page.

Misc.

  • Preferred site theme: set to Default. We also have a High Contrast option for users with visibility difficulties
  • Preferred Time zone: inherited by your organization's time zone
  • Preferred client tab: what page of the client's profile would you like to see first after clicking on their name to access their profile
  • Preferred quick search: what search tab would you like to see first on the dashboard when searching for a client

 

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.

Dashboard

The Accounts Dashboard page shows the Client Intake, Inventory, POS and Kids Cafe sections.

  • Even if you are only using our Client Intake, you will see all four options
  • Clicking on a section you don't currently have access to will provide you with a description of it
  • Clicking on "Click here to learn more"  will take you to the "Book a Demo" section of our website so that you can see what the system is about.

  • Click on "Client Intake" and you'll be redirected back to your usual dashboard