How to Setup & Manage Site Users

The Manage Site Staff button allows Site Administrators to create, manage, and delete site user accounts in NEO.

On this page

• How to Add a New Staff Account
• How to Allocate Modules to a Staff Account
• How to Give Staff Access to Multiple Sites

How to Add a New Staff Account

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

1. Click Manage Site Staff.
   
   
   
   
2. Click on the Site the new staff member most regularly distributes harm reduction supplies.
   
   
3. Click the New User button and fill out the new user form.
   

User Details

• Enter the staff member’s First name and Last name. The Display Name (optional) is the name that will be displayed on the NEO home screen 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 the Modules the staff will require access to. This section determines what type of data staff members are able to enter.
  • Naloxone
  • NX Transaction (NEP/NSP Module)
    • NEP/NSP Transaction
  • Needle Exchange Aggregate Data (Bulk Entry Module)
  • CTS
    • Real Time
    • Retro (Backdate Module)

Click Save.

A staff member 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).
2. Click the Needle Exchange module.
    
   *If you do not see the above options, contact support
   
   
3. Select which Sites the user needs access to.
   
   
   
   
4. Repeat this step for the Naloxone module.

Setting up 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. User accounts do not have these functions, and users will need a separate account to access reporting and admin functions.