NotiSphere is flexible and allows you to manage recalls according to your organization's processes and needs. The Sites functionality works with the User roles so you can set up a structure that works for your organization.
Managing Recall Flow Using Sites
Sites allows you to set up different locations or departments on the NotiSphere platform. 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. Each of your users can have a customized view — seeing only notifications and responses that are relevant to them.
When thinking about which sites to add, consider locations or departments within your organization that have a designated Recall Coordinator. Administrator have visibility to all recalls. Recall Coordinators will only see recalls on their NotiSphere dashboards that affect the site(s) to which they are assigned.
Administrators have permission to view every site by default, which allows them to have oversight of the entire organization’s recall management process.
Add Sites
To add sites, click on “Organization Settings” from the left-hand menu and select “Sites.”
1. Create a site by clicking “Add” in the top right corner of your screen.
2 . Enter the name and address for the site location, then click “Save”
Users can be associated to a site either when the Administrator adds the site to the platform as shown below or from the Users screen shown in the following section. Read on to learn more about each method.
Assign Users to Sites
Once you have your sites created, you can then assign your verified users to those sites. All sites must have at least one verified user.
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
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.
