Ressources Tab: User Accounts

Introduction to the concept of resources
Clic Santé has 2 distinct types of resources; - Team-Resources that are created specifically for the creation of time slots.  They are not individuals b...
Tue, 22 Aug, 2023 at 1:45 PM
Add a resource
Click on the Add Resource icon.  The Add Resource window will appear. Enter the personal information of your resource.  Activate the Access to Schedu...
Tue, 22 Aug, 2023 at 1:47 PM
Add a role to a resource
Click on the key symbol next to the resource name. The Edit Role window will appear. Click on "Add a role". Choose the new role. You can sel...
Tue, 22 Aug, 2023 at 1:54 PM
Invite an existing resource from another establishment
To add a role to a resource that already exists in another establishment (application), we invite you to use a feature that has been implemented to facilita...
Tue, 22 Aug, 2023 at 2:47 PM
Delete a role
As a Pilot, you can delete/modify the roles of any of your resources. Delete the role of a resource In the Pilot role, go to the Settings menu, Resource...
Tue, 22 Aug, 2023 at 2:49 PM
Deactivating/Reactivating a resource
Deactivation of a resource (Pilot role only) As a Pilot you can disable the accounts of your resources: Go to the Settings Menu, Resources tab. Locate t...
Tue, 22 Aug, 2023 at 2:50 PM
Introduction to the Team-Resource concept
Clic Santé has 2 distinct types of resources; - Resources (access) which is in fact the access of the human resources using the scheduler. - Team-Reso...
Tue, 22 Aug, 2023 at 1:18 PM
Add a team resource
Add a team resource allows you to create one or more anonymous resources that can offer one or more appointments within the same time slot. Add a team res...
Mon, 1 Apr, 2024 at 10:27 AM
Introduction to roles and permissions
Roles and permissions The rules of the Certification Santé Québec require us to separate the types of permissions into different roles. A person can have o...
Mon, 14 Aug, 2023 at 3:11 PM