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Reviewing and amending your site profiles and account settings
Reviewing and amending your site profiles and account settings
Charles Lynam avatar
Written by Charles Lynam
Updated over a week ago

HosPortal allows you to have a 'Profile' at each facility you work at. This allows you to set your contact details, reminder and communications settings and preferences at each facility separately if you wish. If you are active at multiple HosPortal facilities you can also create a master profile that can be applied across all your facilities and will be used as a default for any new facilities that start to use HosPortal.

Your 'Account settings' are related to you personally, and include such things as your login details and your time zone.

Note that site administrators can see and in many cases edit your Profile settings, but they cannot view or edit your Account settings.

Select either your Profile or Account settings by clicking your name (A) and choosing the appropriate option.

Reviewing and editing your site Profiles

To review your profile at each site, first make sure to select the appropriate site using the site selector (B). You will only see the Master profile tab (C) if you have a profile at more than one HosPortal site.

See more details about your Master profile here.

On your profile page, you can review the following:

Site profile. Edit the email and phone settings for that site, and add pager or landline numbers relevant to a specific site if they have been enabled. Note that you cannot edit your Short Name (the way you appear on the roster) or your Position (e.g. 'head of Department'). To change those contact your roster administrators.

Calendar. Your activities in HosPortal. This is a similar format to what you see on your Dashboard.

User templates. See your personal templates and regular-repeating shift patterns, if they are used at your facility. Mostly these templates are defined by your roster administrators. For those sites that use them, you can add 'available' templates (for offering yourself up for additional work outside your contracted times) and 'unavailable' tempates (when you are definitively not available for work).

Leave: see and manage you leave; apply for leave. Not all facilities use leave.

Roles/Skills/Teams. See your current, future and past roles, and the dates over which they apply. You can see similar data for Teams and Skills if your facility uses these features. Only site administrators can edit your role, teams and skills.

Communication subscriptions. Subscribe and unsubscribe from opt-in communication lists, if your facility uses them. The lists are set up by administrators on the Direct message page.

Communication mutes. You can elect to opt-out of many standard communications. For instance, many facilities will send regular email and SMS reminders for on-call shifts. You can elect to mute communications of various types (e.g. email, SMS, automated voice-call) for various purposes (e.g. shift reminders, event reminders, direct messages, shift digest updates). Note that administrators in some cases can override your preferences, for instance to send you email or SMS messages directly from the Direct message page.

Communication history. See a log of all the communications that HosPortal has sent to you. You can filter by medium (e.g. SMS, email), type (e.g. reminders), sender and date range.

Invoices. For facilities that allow you to send shift invoices via HosPortal, you can see the status of billable shifts and invoices, set charge rates, and determine if you want to automate sending invoices. Further details are available here.

Market alerts. You can set up alerts to be advised when shifts are added to the market. You can set up alerts for different rosters, and determine if you want to be notified by SMS, email or both.

Export. Export your activity over a date range to Excel.

Reviewing and editing your Account settings

Your account settings apply across all your sites. On the Account settings page (see below) you can review and edit the following:

Account

You can change your password, amend your login details and the email that is used for login security Note that this email is not used for your regular communications (e.g. shift reminders): that needs to be changed under your Profile, above.

You can elect to have multi-factor authentication (MFA) for your login, and elect whether to use either SMS or a free third-party authenticator, such as Authy or Google Authenticator, for your second security device. Note that some sites require you to have MFA turned on, in which case you will not be able to disable it.

Preferences

Set your timezone, and the default logout time.

Your logout time is the time between active uses of HosPortal on the same device. So if you set your logout time to be one hour, you will remain logged in for as long as you click a button on HosPortal once each hour on that device. Note that closing your HosPortal browser tab is the same as actively logging out, so you will always need to log in again after closing your browser.

Subscribe

Use an iCal link to show your HosPortal calendar on other applications, such as Google Calendar and Microsoft Outlook.

Note that the synchronisation frequency between HosPortal and your other application is not under the control of HosPortal. We are aware that some systems (like iOS devices) will allow you to set synchronisation frequencies as regularly as each hour or more. Our experience is that some other systems may take more than 24 hours to synchronise each time there is a change on HosPortal.

Note also that the synchronisation is only from HosPortal to your device. You cannot make changes on other software and have them appear on HosPortal.

Digest settings

If you do not have a digest setting, then any changes made to your activity on HosPortal will be communicated to you immediately.

You can use a digest to consolidate changes to your activity and send you this consolidated list of changes as an email. You will only get a digest if there have been any changes to your activity.

HosPortal's default is to set up users with two digests per day, typically at 07:00 and 19:00. This means that you will receive an email listing changes made in the last 12 hours, and only if there have been changes.

You can set up a digest over any date range, although we do not recommend less frequently than every few days even at your most slow-moving hospitals.

Billing details

This is where you set your bank account settings for any invoicing activity on HosPortal. More information can be found under invoicing, here.

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