Q: Editing Member Permissions

<ol> <li>Navigate to the Eleplan you wish to manage.</li> <li>Go to the Members tab.</li> <li>Locate the member whose permissions you want to edit and click the Edit button. If you need to add a new member, click Add Member.</li> <li>In the member editing modal that appears, scroll toward the bottom.</li> <li>Find the Permissions area in the modal.</li> <li>Click the Edit icon to the far right of the Permissions heading. This will expand the Permissions area, revealing multiple permissions with descriptions and toggles.</li> <li>Adjust the toggles according to the desired permissions for the member.</li> <li>Once you've made the necessary changes, click the Update button.</li> </ol> Congratulations! The member now has their updated permissions within the Eleplan. | xx | xx | | --- | --- | | <img src="https://storage.crisp.chat/users/helpdesk/website/bb82b9532c37b000/screenshot-2024-01-11-at-62840_e54z9m.png" alt="Editing Member Permissions on Desktop" /> | <img src="https://storage.crisp.chat/users/helpdesk/website/bb82b9532c37b000/screenshot-2024-01-11-at-62821_i4b9jh.png" alt="Editing Member Permissions on Mobile" /> |

Question 1

Adding Eleplan To Your Home Screen - iOS

Accepted Answer

Welcome to Eleplan! To enhance your experience, follow these simple steps to add our Progressive Web App (PWA) to your home screen on iOS. This ensures quick access to Eleplan whenever you need it. We've provided detailed steps with screenshots to make the process easy for you. For Android instructions, click here

Step 1: Open Eleplan in your iOS browser

Begin by opening Eleplan in your browser on your iOS device, by navigating to https://app.eleplan.com - once you're logged in, you will be prompted to install our web application.

Step 2: Click the Share Button

Locate the share button in your browser. On iOS, it looks like a square with an arrow pointing upward.

| Find the Share button on your iOS device | | --- | | |

Step 3: Choose "Add to Home Screen"

From the sharing options, select "Add to Home Screen" to create a shortcut for Eleplan.

| Find the Add to Home Screen button on your iOS device | | --- | | |

Step 4: Name the Shortcut (Optional)

You can choose to customize the name of the shortcut. Once satisfied, click "Add."

| Customize the name on your iOS device | | --- | | ![Customize the name

Question 2

Create and manage Contacts

Accepted Answer

At Eleplan, we've designed our platform to provide a seamless and efficient experience for our users. To ensure clarity in your account management, it's important to understand the distinction between Contacts and Members on the Eleplan platform.

Contacts

Contacts are individuals added to Eleplan for the convenience of its Members. Unlike Members, Contacts are not granted access to the platform and do not possess permissions to edit Eleplan details. Instead, they serve as a centralized repository for key contacts associated with your Eleplan.

Key Points:

Contacts are added for the convenience of members to track key individuals in one place.
Contacts do not have permission to access the Eleplan platform unless you convert them to a Member.

Members

Members, on the other hand, are individuals who have been granted specific permissions to access the Eleplan platform. These permissions enable them to navigate the platform, view content, and, if granted, edit Eleplan details. Members play an active role in utilizing the features and benefits of Eleplan according to their assigned access level. Learn more about members.

Adding Contacts:

To add a contact, follow these steps:

Navigate to your "People" tab.
Click on the "Contacts" tab.
Click "Add Contact."
Enter the relevant details.
Click "Create."

By understanding the distinction between Contacts and Members, and by following the steps

Question 3

Understanding Member Permissions

Accepted Answer

At Eleplan, permissions play a crucial role in determining what actions members can perform within the system. The platform allows account and project owners to manage members and their permissions effectively. Let's delve into the details of each permission to ensure a clear understanding:

Account Permissions:

Administrator:

Explanation: As an administrator, you have full user privileges. This includes the ability to edit member permissions. Toggling this permission affects a range of functionalities, any member can be granted an Administrator role. Toggling administrator permissions will impact all other permissions.

Billing:

Explanation: This permission empowers a member to manage billing-related actions. They can redeem coupons, cancel subscriptions, upgrade subscription limits, upgrade plans, delete payment methods, and customize paid plans.

Project Permissions:

Plan Settings:

Explanation: Members with this permission can edit plan settings. This is essential for tailoring the care plans to specific needs or requirements. Toggling full plan or administrator permissions will impact this permission as well.

Full Plan:

Explanation: Users with full plan permissions can engage in comprehensive survey activities. This includes opening full surveys, progressing through questions, and accessing upgrade plan options.

Sharing:

Explanation: This permission enables users to share plans with others

Question 4

Using Passkeys to Secure Your Account

Accepted Answer

Enhance the security of your Eleplan account with Passkeys! This feature adds an additional layer of protection to your account and ensures the confidentiality of your care plans. The best part? They're shared between your devices, so creating a passkey on one device, flows through to any other device you login with. Here's a step-by-step guide on how to generate and use Passkeys for authentication. To learn more about Passkeys, click ${color}#344483 for an overview from Apple.

Generating a New Passkey:

Navigate to User Settings:

Access the User Settings page within the Eleplan app.

Locate Passkeys Section:

Look for the Passkeys section; here, you'll find a "New" button.

Generate a New Passkey:

Click the "New" button to generate a unique Passkey for your device, it's okay if you have multiple, this is intentional as you can have multiple passkeys for different devices.

Enable Lock Screen:

Upon generating a Passkey, the lock screen feature is automatically enabled. The lock screen is shown after 10 minutes of inactivity. With a passkey, your account is now infinitely secure, as only your face, fingerprint, pass code or Chrome profile can unlock it, across all of your devices!

Utilizing Passkeys for Enhanced Security:

Cross-Device Credential:
Your Passkey credentials are seamlessly available across devices, providing secure access. This means that generati

Question 5

Editing Member Permissions

Accepted Answer

Navigate to the Eleplan you wish to manage.
Go to the Members tab.
Locate the member whose permissions you want to edit and click the Edit button. If you need to add a new member, click Add Member.
In the member editing modal that appears, scroll toward the bottom.
Find the Permissions area in the modal.
Click the Edit icon to the far right of the Permissions heading. This will expand the Permissions area, revealing multiple permissions with descriptions and toggles.
Adjust the toggles according to the desired permissions for the member.
Once you've made the necessary changes, click the Update button.

Congratulations! The member now has their updated permissions within the Eleplan.

| xx | xx | | --- | --- | | Editing Member Permissions on Desktop | |

Question 6

Using Eleplan Smart Scheduling

Accepted Answer

Elevate your Eleplan experience with Smart Scheduling – a dynamic feature designed to adapt to your usage patterns, ensuring a personalized and efficient interaction with Eleplan. Smart Scheduling actively monitors your application usage, question response times, and overall engagement, automatically adjusting the number of questions you receive per day. Here's a guide on how to use and customize this innovative feature.

Enabling Smart Scheduling:

Navigate to Settings:

Open Eleplan and go to the Settings page, to the General tab.

Find Smart Scheduling:

Locate the Smart Scheduling toggle within the Settings.

Toggle Smart Scheduling On:

Click the toggle switch to enable Smart Scheduling.

How Smart Scheduling Works:

Adaptive Question Allocation:
Smart Scheduling adjusts the number of questions you receive based on your average usage and response times.
Enhanced Efficiency:
Receive questions at a pace that aligns with your engagement patterns, ensuring an efficient care planning process.
Automatic Optimization:
The feature continuously optimizes your schedule, taking into account your responsiveness and overall application usage.
Your Preference:
Whenever we find an opportunity to adjust your schedule, we'll ask you first, so you stay in control.

Featured Articles

Browse All Categories