Quick start for administrators
Get your organisation ready: people, roles, Care Core and the first sign-ins.
This is the short list for getting an organisation ready. Each step links to the full page.
Who can do this: Administrators only.
1. Check you can sign in as an administrator #
Your supplier sends the first administrator a one-time sign-in link. After signing in, open your account and set a password if you want one. See Signing in and out.
2. Get your people in #
There are two ways, and you use one of them.
| If you... | Then |
|---|---|
| use Care Core | Connect it. Staff, job titles and teams arrive automatically and stay up to date. See Connecting Care Core. |
| do not use Care Core | Add people one at a time, or paste a list. See Adding people, roles and leavers. |
3. Give the right people the right roles #
Everyone starts as a member of staff. Open Staff, press a person's name and change their role. Make sure there is always at least one administrator; Policy Core will not let you remove the last one. See Roles and permissions.
4. Set the defaults #
Open Settings and check the organisation name and the default review period for new policies (12 months unless you change it). See Organisation settings and the activity log.
5. Tell people how to sign in #
Send each person their sign-in link (press Send sign-in link on their page), or point them to Quick start for staff. Email must be set up on your installation for links to be sent; see What email Policy Core sends.
6. Ask a manager to publish the first policy #
Managers should read Quick start for managers.
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