To add a new Home Visitor
Go to the Set Up tab --> User Management
Click the "+" icon in the upper right corner and select to add a "New Home visitor
- You should fill out the required items that are marked with a red asterisk. You specify the Username you want them to use. You might get an error if someone else on our system has the same login name so you will want to add letters or use a number in the login name. Capitalization will matter. You may add the other information as you know it.
- If you are a PAT Affiliate, be sure to select that the home visitor is a PAT Affiliate. Only Affiliate home visitors will count on your APR.
- Click the "Create" button at the bottom to save the new home visitor.
- The home visitor will then receive an email with the login and instruct them on how to set up their password. Once they have set up their password, they will be able to login right away. *(If they are not seeing the email right away, please check junk folder)