A User Primer

Before beginning RCIs v3 Platform, a customer must understand the organizational structure of the v3 platform before decisions are made about setting up their own company. These first 4 steps must be completed to establish the v3 Platform before many of the v3 modules may be used. The first 4 steps are completed in the Administrative section of the Platform:

1. Locations

RCI sets up locations. Customers will rarely be given the ability to enter their own locations. The number of locations is based on the contract. So, when Jackie gets a contract, she sets up a new company and enters the appropriate locations.

(This is done in Administration, Administration (c), Location Administration).

If employees are not assigned to locations, employees will not show up at locations, they will only show up in an unassigned area. Employees may be assigned to more than one location – even all locations.

2. Users

RCI sets up the first corporate user. Then she can help them learn how to set up more users according to their roles as corporate, business units, regions, and location admin.

(This is done in Administration, Administration (c), User Administration).

RCI user, such as Jackie – sets up the first corporate user

Corporate – the first corporate user sets up other corporate users and anyone else under corporate

Business Unit – the business unit administrators set up other business unit administrators and anyone else under them

Region – regional administrators set up other regional administrators and any else under them

Location Administration – determines the users at their location who will be able to edit location information and which users may only view location information

Location Edit - this user may edit information only for thier location

Location View - this user may only view programs for thier location

3. Positions

The client will decide names of positions within the company, so they can assign employees to the position names.

(This is done in Administration, Administration (c), Employee Log Administration, Manage Positions).

If a position is not assigned, client will not be able to “save” the data for an entered employee.

4. Employees

The client cannot enter employees until locations and positions are set up.

(This is done in Administration, Administration (c), Employee Log Administration, add new employee).

When entering a new employee, there are red asterisks next to the fields that must be filled or it will bring you back to the page to tell you to fill them in.

An employee is NOT the same as a user. Not all employees will use the v3 program. For instance, this is where location administrators must decide which employees will be assigned roles as location edit, location view, or not entered as a user at all. See above that employees are entered in a different section than users.

There are Help Pages for each of the above steps that go into more detail. Please refer to these help pages for detailed guidance.