How to Manage User Accounts in Olari

Managing User Accounts in Olari

1. Access your Olari Account with username and password

2. Activate / Add a New User Account

• Navigate to:
  Admin → User Administration
• Click:
  + New Staff Account
• In the Add Staff Account pop-up, complete the following fields:
  • First & Last Name
  • Email Address
    (Can be a group/department email)
  • Enable Login: Set to Yes
  • User Role: Select from dropdown
  • Username: Create a unique username
  • Temporary Password:
    • Minimum of 12 characters
    • Must include:
      • Uppercase & lowercase letters
      • At least one number and one special character
    • Enter in both Password and Confirm Password
  • Homepage: Select from dropdown (typically “Census”)
  • Timezone:
    • Eastern → New York
    • Central → Chicago
    • Mountain → Denver
    • Pacific → Los Angeles
  • Can Moderate Events:
    • General users, set to No.
    • Department Managers and above typically set to Yes
  • Is Active: Set to Yes
• Click Save

3. Edit an Existing User Account

• Navigate to:
  Admin → User Administration
• Locate the user:
  • Search by name, or
  • Scroll through the list
• Select the user:
  • Hover over the three stacked dots (ellipsis) on the far right
  • Click View
• In the Edit Staff Account pop-up:
  • Update the necessary fields
• Click Save

4. Inactivate a User Account

An employee leaves, or clinician is no longer working with, the facility → Their account is inactivated to retain historical records.

• Navigate to:
  Admin → User Administration
• Locate the user:
  • Search by name, or
  • Scroll through the list
• Select the user:
  • Hover over the three stacked dots (ellipsis) on the far right
  • Click View
• In the Edit Staff Account pop-up:
  • Set Enable Login to No
  • Set Is Active to No
• Click Save

5. Re-activate a User Account

A former employee or clinician resumes working with the facility

• Navigate to:
  Admin → User Administration
• Locate the user:
  • Search by name, or
  • Scroll through the list
• Select the user:
  • Hover over the three stacked dots (ellipsis) on the far right
  • Click View
• In the Edit Staff Account pop-up:
  • Update the necessary fields, such as name and email address
  • Set Enable Login to Yes
  • Set Is Active to Yes
• Click Save

6. Remove/Delete a User Account

While Olari allows user accounts to be permanently removed, it should be applied only under the following condition:

• The user has never accessed Olari (i.e., no login activity or system interaction exists).

Reserve Remove/Deletion strictly for accounts:

• That were never used
• Created in error with no system activity

How to Remove/Delete:

• Navigate to:
  Admin → User Administration
• Locate the user:
  • Search by name, or
  • Scroll through the list
• Select the user:
  • Hover over the three stacked dots (ellipsis) on the far right
  • Click Remove
  • Confirmation Pop-up will appear “Are you sure you want to delete this?”
    • Select OK to proceed with removal of user account

NOTE: Clinical Staff members activation and inactivation are managed by Olari. Please reach out to Customer Support by email at support@olari.com or phone 910-226-6159, dial Opt 2.

Thank you.