ExorLive is built to handle everything from a single user to large international organizations. Therefore ExorLive has a robust and comprehensive administration system.

The administrators of the organization have access to a separate "Admin" Tab where topical administration can be carried out. 

In addition, the support department in ExorLive has an overarching management system that take care of more advanced tasks.

 

Roles and rights   

ExorLive has a flexible copyright system that is role-based.

The following roles and privilege levels are:

• Administrator
• Instructor
• Read only
• Contact with login
• Contact without login

All users

Shows all users in the organisation.

Instructor

Rights:

Can create and open contacts, save and sign exercise programs on the basis of existing or new programs, as well as create custom templates that can be seen / edited by specified users. Able to create and save program templates that can be saved and made available only to specific contacts.

Unit Administrator 

Rights:

Can create new users, deactivate or activate existing users in their unit and all sub-units. Can edit certain default behaviors of print within the unit.

Organizational Administrator 

Rights:

Manages the entire organization, including licensing, organizational structure and appearance. Adding new users, assign device administrators, activate / deactivate users. Able to delete current exercise programs.

System administrator in ExorLive 

Can provide relevant rights and setting the organization and system level.

Read Only

A limited role that allows you to view, print or mail an existing training program to a contact. Access to patient programs in a different unit requires an active choice.

 

Contact with login (Client/Patient with account)

Rights:

This role entitles the user to see their own exercise program with video, log their exercise and see progress through their mobile/tablet/PC. The user only has access to their information. The user has access to program suggestions if this is provided by the administrators.

Contact without login (Client/Patient without account)

A contact in ExorLive without an account.

All contacts

All contacts both with and without a login in the organisation.

Creating users  

As an administrator, you can create new users like this:

                                                                                                                                                                  

Click "Add User" and fill in the desired characteristics.

 

 

1. Fill first name, last name and email address.
2. Select a placement for the user within the organisation structure
3. Select role
4. Click save

Advice:

You can use ExorLive’s API to create users, or send a list (e.g. an XML file) to the ExorLive support staff to import in bulk.

Creating subunits 

You can create and edit organisational structure like this:

1. Right-click the organization's "root", i.e. top organizational and select "Add unit".
2. You can also add sub-units at various levels, as well as removing and changing units

Reorganize your organizational tree  

 As an administrator, you can easily reorganize your organizational tree: 

1. Go to the Admin tab at the top of the page 
2. Select the desired unit you want to move by left-clicking the mouse 
3. Drag and drop the desired unit where you want to move it 

You will then be presented with a window asking if the unit in question should be moved to a desired location

If this is correct, click "Yes". The unit and all its users have then been moved. 

Find a user

You can find users by using the search box on the top right, or filter on roles:

 

If you are the rootadministrator of your organization, you can by
checking the box "Search all units", you can see a list of all contacts within the organisation, without having to first navigate to the correct unit.

 

 

 Open and edit a user 

An administrator can open a detailed dialog of a user by double-clicking on the user in the user list, or press "i". Then the following will display:

Here you can also deactivate/activate, and delete a user. If a user is not previously activated, you can send an activation E-mail where the user, through a link can choose a username and password to activate their account.

Move user between the units

1. Open users detailed dialog by double-clicking on the user name
2. Select the unit you want the user to belong to.
3. Select the desired roles under "Set roles"
4. Remove user from unit you doesn’t want him to belong to
5. Click save

 

Delete users 

The administrator can delete a user by opening the users detailed dialog and pressing "Delete."

 

Organisation Settings 

By pressing "Main application" you can change the following:

• E-mail address
• Choose if your organisation should receive information by mail
• Select default language for ExorLive

Replace logo

You can replace the ExorLive log with your own if you wish. Press "No image" and upload your logo.

This will be visible to all isntructors and administrators once they are logged into ExorLive. For optimal results, use a 130x69 pixel PNG-file.

If you wish to change the print logo, you can do so under Print Settings.

Allow user-created exercises

With the "Allow user exercises" feature, instructors in your organization can create their own exercises. If you do not want to allow user-created exercises, you must uncheck this setting.

Activate "signing" for the entire organization

To make the function of signing training programs clearer for instructors in the organization, you can check the box that says "highlight sign personal program". This will make the "sign" button more visible.

Block contact change

By activating this feature, instructors are prevented from being able to change contacts after they have made a leap from a third-party program with a selected contact.
*Note: This feature requires a separate license and is not included in the standard version.

External login system

By having this feature enabled, instructors will not be able to activate users on their own directly in ExorLive, as this will be controlled by the organization's own AD system.

Use strict consent.

When the "Strict consent requirement" is checked, the instructor must confirm the contact's consent before the contact can be opened, unless the instructor has flagged the contact as one of their contacts. This happens automatically if it is the instructor who created the contact and can be done manually in the contact detail dialog.
*Note: This feature requires a separate license and is not included in the standard version.

Allow instructor to move contacts to other departments

If "Allow the instructor to move contacts between different departments" is highlighted, instructors will be able to change a contact's location to another unit/department.

Social security number as a required field when creating a contact

When "mandatory field for social security number" is activated, the social security number field becomes mandatory when contacts are created. This helps instructors avoid registering a contact without a social security number.

Allow searching among contacts outside own department

If "Allow search among contacts outside your own department" is enabled, instructors have the option to search for contacts throughout the organization. If it is disabled, they will only have access to contacts in their own specific department.
*Note: This feature requires a separate license and is not included in the standard version.

Disable which fields an instructor should be able to fill out

By deactivating fields, instructors are prevented from entering information in the specified areas when creating contacts.

First name
Last name
Email address
Date of birth
Gender
Work/mobile/home phone
Address
Postal code
City
Client number
Website
Employer

Meeting settings

As an orgAdmin, you can hide the video meeting and messaging icon from "Training program" and “Contacts”.

Under Admin -> Main application settings - Video meeting:

Do not show the video icon under Training program and Contacts - Check Disable video meeting
Do not show the messaging icon under Training program and Contacts - Check Disable messaging
Default on.

 

Print Settings

“Print Settings” lets you see information relevant to the printing of workouts and customize how they look for each unit.

1. Select which unit to customise
2. Logo that will appear on all printouts For best results:
   - PNG format, transparent background (not white), height: 120 px, width within 500 px
   - 2 editions:
   a) in color
   b) in white only (use for example in app etc.)
3. Change what organisation name appears on print (useful for units)
4. Default behavior: Whether or not the name of the creator appears on the print.
5. Default behavior: Whether or not the name of the recipient appears on the print.
6. Unit description that appears on all printouts.
7. Standard program information that will appear on all printouts
8. Upload any logo / image and tick for "show watermark".

 

Print with watermark option in left margin

You can print a watermark in the left margin of a training programme. It’s recommended that the watermark contains the name of the organization in the form of, for example, a logo or other identifying comment.

To show the watermark in a programme: Go to print settings under the admin tab and select upload image at the bottom of the page. Upload any logo / image and tick for "show watermark".

Tabs

Here you can select which tabs at the top, that will be visible to instructors. 

Homepage

This section lets you customize what information is available on the Homepage after logging into ExorLive.

ExorLive Go

In this section you can make changes to how ExorLive Go looks to your contacts. Even without a Toolbox license you can play around with these settings and get a preview of how it would look.

• Select what unit you wish to customize
• Choose your own primary color
• Select Accent color (color on buttons etc.)
• Add a logo for colored backgrounds (recommend a logo with transparent background)
• Add a logo for bright backgrounds (recommend a logo with transparent background

Select what information should be available to contacts using ExorLive Go

• Enter the URL for your own web page on the home page in GO when the performer/contact is logged in
• Enter the button name on the home page before the performer/contact is logged into ExorLive Go
• Enter the URL for your own web page on the front page before the performer/contact is logged into ExorLive Go
• URL for login with skin: Can not be changed, but is a link to their custom ExorLive Go
• Explore exercises
• Explore training programs
• View button name and URL for your own webpage
• Hide Primary Contact: Hides the Instructor's Contact Information from the Practitioner
• Anonymous mode hides all personal information from the app

Press Save and Preview to view the result

Reports

Activity Report

This tab will show you a list of actions done to a specific user (e.g. if someone sent the user an exercise program or changed their user information).

Access Report

Here you can see a complete list of all actions performed by a specific user, e.g. an instructor, admin or contact. For instance, if a user has completed an exercise program, created a new contact, sent an e-mail, etc.