Managing User Access for Admin Users – Roundtrip

Depending on your organization's settings, you may have the ability to manage Care Coordinator users directly within Roundtrip if you possess Admin-level permissions. This article will walk you through how to add, edit, and deactivate users within your assigned groups as needed.

Note: If your organization provisions user access through other means, such as through an identity provider or EHR, you may not have the ability to manage users. You will need to connect with the appropriate contact within your organization for any requests regarding user access.

Not sure how your organization provisions access to Roundtrip? Contact our 24/7 Navigation Center at (877) 396-8080 or email our Support Team at rideqa@roundtriphealth.com. We can help point you in the right direction!

How to Manage Users within Roundtrip

To begin managing users within Roundtrip, you’ll first need to access the “Manage” page:

To add a new user, login to Roundtrip and click your initials in the upper righthand corner.

A dropdown menu will appear. Click "Manage" to see all users aligned to your assigned groups.

Once on the "Manage" page, you’ll be able to review the accounts for any existing users. You’ll also be able to add new users, edit existing users, and deactivate users that no longer need Roundtrip access. Continue reading to learn more.

How to Add New Users

From the “Manage” page, click the “Add a User” button on the right side of the page.

Note: If you do not see this button, you may not have the ability to manage users. You will need to connect with the appropriate contact within your organization for any requests regarding user access.

You will then be prompted to complete a registration page to enter the new user’s information. Complete all of the necessary fields to continue.

The “Primary Group” selected will be the default group when the user logs in. You can assign the new user to additional groups after the account is created if needed.

If the new user should have limited access, meaning they can only view rides and launch will call rides but cannot add patients or book new trips, select the "Limited Access" toggle to enable this access level.

After completing the user registration page, click "Send Invite". The new user will then receive an email to confirm their account.

Need to request Admin access for a user? Currently, you are only able to add users with regular Care Coordinator access via this method. Please contact our Support Team at rideqa@roundtriphealth.com to request this additional level of access for a new user.

How to Edit Existing Users

From the “Manage” page, click into the search bar at the top of the page. Search for the existing user by name, email address, or facility name.

Once you've found the user you would like to edit, click on the user's name to view their account in detail.

A panel will open with the user’s account details. This includes any account settings and assigned groups for the user.

Click “Edit” in the upper right corner to make changes.

Make any necessary changes to the user’s account in the panel.

"Show Facility Rides" means that the user will have access to all rides that have been booked across their assigned group, and the user could view or edit a trip set up by someone else in their group.

If you wish to remove a Care Coordinator's account, you can use the "Active" toggle to deactivate the user's account. We cannot hard delete a user from the system.

At the bottom of the page, you can assign the user to additional groups or remove groups if needed.

Once all changes have been completed, click “Save” to confirm any changes.

Need to request Admin access for a user? Please contact our Support Team at rideqa@roundtriphealth.com to request this additional level of access.

How to Deactivate Users

From the “Manage” page, click into the search bar at the top of the page. Search for the existing user by name, email address, or facility name.

Once you've found the user you would like to deactivate, click on the user's name to view their account in detail.

A panel will open with the user’s account details. This includes any account settings and assigned groups for the user.

Click “Edit” in the upper right corner to make changes.

Under the “Active” field, select “No” from the dropdown menu to deactivate the user’s Roundtrip account.

Once all changes have been completed, click “Save” to confirm any changes.

Important Note: For reporting purposes, Care Coordinator accounts cannot be hard deleted from Roundtrip. Deactivating users will simply remove their ability to access Roundtrip.