How do I add Florence Support to my Team?

To assist you with certain issues, the Florence Healthcare Support Team may need to access your instance of Florence eBinder Suite. You'll set up access for the Florence Healthcare Support Team using just a few steps:

1. Log in to Florence eBinder Suite and select the Team you want to work with. From the Binder View page, select the "Settings" menu in the upper right corner of your screen, then select "Manage Team Members."

2. On the "Manage Team Members" page, click the "Add Members" link.

3. A pop-up window will appear prompting you to add a new user via email. Enter "support@florencehc.com" as the email address, then click the "Add" button. Verify the email address, then click the "Send" button to send the invitation. Now, you'll need to add a new Role for the Florence Support User. 

4. To create a new Role, select the "Settings" menu in the upper right corner of your screen, then select "Manage Roles."

6. On the "Manage Roles" page, click the "Create Role" link to add the new Role.

7. A pop-up window will appear requesting the name for the Role. Enter "Florence Support," then click the "Create" button to add the new Role.

8. On the Permissions page, select all boxes under "Team Permissions" to enable access to your instance of Florence eBinder Suite, then click the "Save" button to save your changes.

Once the Florence Support Team Member has accepted the invitation, you can assign this Role to the Florence Support User. Simply navigate back to the "Manage Team Members" page, as described above, click on the name of the User, then click the "Assign Roles" link. Assign the Florence Support Role to the User.

Now, you have successfully added Florence Support to your team! Whenever you need assistance, just assign the Florence Support Team Member to the Florence Support Role, and we will be able to help you resolve any issues you may have.

Note: You can also remove this Role to help ensure the privacy and security of your study team. To remove the Role, follow the steps below:

1. Navigate to the "Manage Team Members" page, as described above. Click on the Florence Support Team Member name, then click the "Assign Roles" link. In the pop-up window, click the "Remove" button to remove the Role (thereby removing access to your instance of Florence eBinder Suite), then click the "Save" button to save your changes.

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