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Managing user access is a critical aspect of system administration, ensuring that only authorised individuals have access to the system at the appropriate times. This guide provides detailed instructions on how to deactivate and reactivate users in Eziplan.
How to change User Permissions in Eziplan
How to send staff their invitation to Eziplan and their login details
Centralise your library of external data sources and store them in Eziplan
How to add new qualifications to Eziplan
Creating and editing Service Types in Eziplan
How to add Billing Groups to your Eziplan System
How to add a new Referrer into the Eziplan system
How to add, search and edit events in Eziplan
Access details for Eziplan backup in case of Server failure
Using 2 Factor Authentication in Eziplan.
How to set up a Service Type so that staff cannot access the Travel WITH component in the mobile app
Steps on how to digitally fill out forms in Eziplan mobile web app.
Set split available times for staff rostering
In Eziplan, custom groups can be created for businesses managing SIL (Supported Independent Living) houses. This feature enables the setup of specific permissions, ensuring that Care Workers have access only to the clients associated with their designated house.
The system logs emails and SMS notifications for changes made to client schedules in Eziplan, enhancing transparency and communication efficiency.
How to access knowledge base articles or send an email to the Eziplan Support Help Desk from your desktop.
How to manage inventory levels of single-use equipment items that can be supplied to staff for use during appointments.
An overview on how to effectively manage (add, edit or delete) your budget items in Eziplan.
A step by step guide on how to create participant's HCP budget in Eziplan
A guide to updating a client’s budget in Eziplan to keep their financial planning aligned with regulatory requirements, as rate and fee changes typically occur every financial year.
A list of the many ways that Eziplan can be configured to meet your business needs