System security is first maintained at the log-in level which requires a unique Account Name, a unique Username, and an associated unique Password.
TouchPoint Care provides a unique Account Name and the initial Username and Password upon Account sign-up.
- The Provider then establishes each unique Username and Passwords for each authorized user.
- Upon the first log-in and use of their assigned Password, each User will be requested to enter and create (update) a new Password. For instance, Provider #1 would sign in. Provider #2 would have to sign in and will be prompted to reset the password by creating a new one.
How to Create an Authorized User:
- Login to the TouchPoint Care portal with your Account, Username, and Password.
URL: https://www.touchpointcare.net/
- In the Navigation bar, on the left side of the page, select “Company”, then “All Users”.
- Click on “Add User” on the top left.
- The “New Contact” screen will appear. The unique username and associated password need to be assigned to each new contact.
- Select “Access Level”
- Click on “Save & Send Login Link”
User Access Control:
- System Security is controlled with customization with predetermined access levels.
- On the “New Contact” Screen there is a drop-down selection box labeled “Access Level” (Step 5). Other access levels can be created/ added if needed.
- Each choice has permission to access predefined areas of the system. The Security Overview table defines the access levels of each choice.
- To create or edit custom Access Levels go to Company > Access Levels. Here you can view all pre-existing roles and tasks they are permitted to, as well as create Custom Access Levels. To create a new Access Level select “Add”, name your role, and select the activities this role should have access to. To edit a custom Access Level select the “Edit” button to the right of the Access Level.