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User Profiles

User Profiles

User profiles hold all of the information for your staff. Different access levels allow the use of different features of the system, from the Mobile web app for your Care Workers to administrators of the system. Interaction with your clients and the services delivered by your staff can be analysed here.

Adding a new User

Adding User Profiles in the Eziplan system
Written by Carl Langford
Updated on April 12, 2022
Finding a User Profile

How to find and access a User Profile in Eziplan
Written by Carl Langford
Updated on April 12, 2022
Editing an existing User and removing them off for rostering

An overview on how to edit an existing User profile and removing them off for rostering in Eziplan
Written by Carl Langford
Updated on September 15, 2023
Onboarding a new Care Worker for Eziplan

A quick guide template for a Care Worker to get started using Eziplan
Written by Denise Gibbons
Updated on April 12, 2022
Deactivate and Reactivate Users in Eziplan

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.
Written by Amber Purisima
Updated on April 26, 2024
Changing User Permissions

How to change User Permissions in Eziplan
Written by Carl Langford
Updated on April 12, 2022
Making a User a Case Manager

How to make your staff Case Managers so that they show up in the Client Profile and Package Schedule drop down boxes
Written by Carl Langford
Updated on April 12, 2022
Giving Staff Access to Eziplan

How to send staff their invitation to Eziplan and their login details
Written by Carl Langford
Updated on October 18, 2023
GPS Location Tracking / Geo Fencing

Enable tracking of Care Worker location via GPS when completing timesheets
Written by Denise Gibbons
Updated on April 12, 2022
Qualification Snapshot

Review your staff qualifications and expiry dates
Written by Denise Gibbons
Updated on April 12, 2022
Standard Availability

Set default available time frame for staff rostering
Written by Denise Gibbons
Updated on April 26, 2022
Roster Notification Permissions

Give staff the ability to receive email notifications about declined and rejected shifts.
Written by Carl Langford
Updated on July 25, 2022
Split Availability

Set split available times for staff rostering
Written by Amber Purisima
Updated on June 13, 2023
'Approved' Leave Trail

Overview on how to see who processed 'Approved' leaves in the system
Written by Amber Purisima
Updated on July 26, 2023