Adding New Administrator Profiles

Only one person has access to the provider-level. These people are set up under the 'Settings > Provider Settings' tab.

They will have the highest level of access, including adding CCS Approvals and viewing all services listed under that provider. They also can set up other Administrators who will have access to the services in Xplor Office.

Any one who needs administrative access to Xplor Office needs to be set up as an Administrator under the Profiles > Administrator tab.

• Firstly, login with the Provider account login (person under User Profile).
• Then go to 'Administrators' > 'Add'.  

When setting up Administrators, there should be a level of consistency within their profiles. 

• Eg. 1) "SamA" [First Name, Last Name Initial] or 2) "SArmstrong" [First Name Initial, Last Name] 

Fill out the fields and once complete, select the 'Permissions' tab from the top right of the screen to tick wanted permissions.

When finished, click 'Add' (a password will then be sent to the email provided when you set up the User).

All Administrators successfully added will appear on the list, where passwords can be reset or accounts deleted.

 

When updating usernames, it will not send an updated login via email to the user.  

You will have to email each user with their updated Username and their password will remain the same, alternatively you can change their username and then reset their password. 

They will then receive a system generated email form Xplor with their updated user logins.