NotiSphere is flexible and enables multiple ways to manage recall workflow depending on your organizational needs. The Sites functionality works with the user rolls to enable you to set up a structure that works for your organization.
Managing Recall Flow Using Sites Functionality
The sites feature allows you to set up different sites or departments that your organization wants on the application. By setting up sites you can control the visibility each user has to a specific site, or the default “Corporate” site that gives them visibility to every recall and response added to your account. This enables each of your users to have a customized view of information—specifically seeing relevant notifications and responses they are focused on.
When thinking about which sites to add consider locations or departments within your organization that have an assigned recall coordinator. As an administrator, you will have visibility to all recalls, while the recall coordinators assigned to sites will only see those site-specific recalls in their dashboards.
Administrators have permission to view every site by default. Which enables you to have oversite of your entire organization’s recall management progress.
Add Sites
To get started click on “Organization Settings” from the left-hand navigation and select “Sites”
1 - Create a site by navigating to the Sites screen and clicking “Add” in the top right corner of your screen.
2 - Enter name and address for the site location and then click “Save”
Assign Users to Sites
Once you have your sites created you can then assign your verified users. All sites must have at least one user who has been verified within your account.
1 - Users can be added to Site either from the Site itself as shown below or from the Users screen shown in the following section.
To assign users to a site navigate to the “Users” screen under Organizational Settings and select the user you would like to assign.
Click on the site drop-down and select the site you would like to assign and click “Save”.
Assign Sites to Users
Once you have your sites created you can then assign your verified users. All sites must have at least one user who has been verified within your account.
2- Sites can be assigned to Users from the User profile. Click on Organization Setting and Users. Select Edit from the User and assign the Sites from the Sites drop down.
