Video instructions 

Step-by-step instructions

Add a new staff account

As a Site Administrator, you can create new NEO360 accounts for staff members at your site. 

1. Click Manage Site Staff. 
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2. Click on the Site out of which the new staff person most regularly distributes harm reduction supplies. 
   • Note: instructions below will show you how to give a user access to multiple Sites.
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3. Click the New User button, and fill out the new user form with the following details.
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User Details

• Enter the staff member’s first name and last name. Display Name is optional, and is the name that will be displayed on the home screen of NEO when the user logs in.
• Email address: this email address will be used by the new user if they need to reset their password.

Login Details

• Username: the username is used to log in.
• Password: you can leave this field blank, and a default, temporary password will be assigned to the new user automatically.
  • The temporary password is indicated on the right-hand side of the screen.
• Active: Make sure you select "Yes", or else the user won't be able to log in.

Permissions

• General: Do not select any of these options. Click here to read more about "News", and keep reading to learn how to set up "Reports" accounts.
• Modules: select “NEP/NSP Transaction,” and “Naloxone Used”. This section determines what type of data staff members are able to enter.
  • Click here to read more about the different permission options.

Click Save.

Give staff access to multiple sites

A staff person might need access to multiple Sites if they distribute harm reduction supplies from multiple locations, or if one staff person is responsible for entering data on behalf of multiple workers and locations.

1. Click the Multi Site button next to the account name (this button looks like a little cluster of buildings).
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2. Click the Needle Exchange module.
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   • If you do not see the above options, contact support.
3. Select which Sites the user needs access to.
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   • If you do not see the appropriate Site as an option, contact support.
4. Repeat this step for the Naloxone Used module.

Setup new reporting/admin accounts

You must contact ONHRDB Service Desk if you wish to grant multiple users access to NEO's reporting and administrative functions. Regular user accounts do not have these functions, and users will need a separate account to access reporting and admin.