Upgrade a Caseworker Account to a Provider Administrator Role

A Provider Administrator for a campus location has access to all the caseworker availability for those locations as well as the appointments/bookings made at those locations. The Provider Administrator role can also adjust the service(s) settings and other appointment settings.

Existing Provider Administrators can

• add new Provider Administrator accounts
• allow access to the Email and SMS templates

A Provider Administrator can also add a new Provider Administrator account if the user does not already exist as a Caseworker:

• How to Add a New Provider Administrator

Instructions

To upgrade a Caseworker account to a Provider Admin role: 

1. Log in to your Provider Admin account at findyourally.com.

2. Navigate to the Home Dashboard by clicking on Home in the left-hand navigation menu.

   

3. Scroll down to find the User Management section for Caseworkers.

   

4. Click on the Upgrade to Admin button in the Caseworkers section. 

   

5. Select a Caseworker from the dropdown list and click on the Upgrade button.

   

   Note: Check the box to Allow access to SMS and Email templates if appropriate. This will allow the new Provider Administrator to view, add, edit, and archive SMS and Email communications for all of the campus locations assigned to a Provider Organization. De-select Allow access to SMS and Email templates if this access is not needed.

6. Check the list to ensure the upgraded admin appears in the Admins section.