Creating Roles & Adding Non-System, System & Referral Users in CAC CareNet

Creating Roles & Adding Non-System, System & Referral Users in CAC CareNet

Here are a few of the reasons why adding personnel and creating roles is important in CAC CareNet:

Adding personnel allows you to create a record or account for both system users such as employees and referral users such as DHS/Child Welfare and/or Law Enforcement, and non-system users such as community partners who may be involved in a case, but do have or need access to CareNet. Adding personnel is also the first step in adding users to the software.

Before we add personnel, let’s create the role so that when you do add the personnel, you can assign them the role they represent within their agency.

Let’s get started!


Creating Roles:

Click on Personnel to reveal the drop down menu from the CAC CareNet Dashboard.



Now select “Add Person Type” from the Personnel drop down menu.

 


Before adding a new role for personnel, let’s make sure the one you need doesn’t already exist. To do this, click in the search box towards the top left of your screen within the “Add New Person Type” screen then type in the role you would like to add. Now press “Enter” or click on the magnifying glass.



If the role exists, you will see it return in the search results and do not need to add it.

We will want to make sure that the check box to the right indicating the role’s visibility is checked so that it is available to assign to a personnel.  If it is not, here’s how to make it visible…

First, click “Edit Visibility”



Now click the check box corresponding to the role you want to make visible. You should see a check mark after you click the box

Now click “Save”  - You can now assign that role to personnel.



If the role you need to assign does not exist, adding it is easy. Simply click on “Add Person Type” at the bottom of the list of existing user types.



Now type the role in “Person Type” and be sure to click the “Visible”
box to the right to make sure this role is available to assign.  

Lastly, click on “Add Person Type” again to save your changes.




You have successfully created a new role. To add personnel, continue below.

Adding Non-System Users:

First, click on "Add Person" under "Personnel" on the dashboard.


Enter information on personnel you are adding. All fields in RED are required.

This is where you will assign the person you are adding a role
 
If the person you are adding is NOT a system or referral user, click "Save" now. 

You have successfully added a non-system user to CAC CareNet!

If you need to add a system and/or referral user, continue to the next step(s).


Adding System & Referral Users:


If you are continuing from above, proceed to the next step.

Click "Add Person" under "Personnel" on the left menu. 


To add a person that will be a system user or making referrals through CareNet, click the "System User" box.


You will now see a "Username, Password & Confirm Password" field.

This is required for BOTH system users and referral users.


Enter a username and password for the person you are adding. 


General rules around passwords is to include letters, numbers and symbols to exceed 8 characters.



If this individual will be a referral user (a law enforcement (LE) or child protective services (CPS) representative) making referrals through CareNet, you will want to check the “Referral User” box.

Checking the "Referral User" box restricts the user's access to the referral dashboard where they can submit referrals through CareNet, but not access any other elements in the system. They will only be able to view referrals they have created through the referral dashboard and the status of these referrals.


When you have everything entered, click “Save” towards the bottom left corner.

Congratulations, you have successfully added personnel to CareNet!


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