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Setting Up Document Sorter: Assigning member access

Admin guide for linking each member to the correct Best Practice HALO site (and optional clinics) so Document Sorter routes documents correctly.

Before your team can use the Document Sorter, each member needs to be linked to the correct Best Practice (BP) Halo site so their documents route to the right place. This guide shows admins how to assign a member's Halo site, and optionally a clinic, from the Document Sorter settings.
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What does this do?

Member access controls which Bp Halo site each Lyrebird user is connected to for the Document Sorter. Assigning the correct Halo site ID ensures that when a member uploads or imports documents, those documents sync to the right Best Practice site. If you run multiple clinics that share the same BP site, you can also assign a clinic name to keep members separated correctly.
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Step-by-Step Guide

  1. Open Document Sorter settings.

    1. From the main navigation on Lyrebird, click Settings

    2. Under Organisation in the left-hand menu, select Document Sorter

    3. Make sure Enable document sorter is toggled on, so members can access the document inbox

  2. Find the member you want to update

    1. Scroll down to the Member access section

    2. Each organisation member is listed with their Name, Email, Halo site and Clinic

    3. Use the Find search box to quickly locate a member in a long list

  3. Open the member's access settings by clicking the pencil icon on the row against their name,

  4. Assign the Halo site

    1. Under Halo site, open the dropdown

    2. Select the member's BP Halo site ID from the list

  5. Assign a clinic (optional)

    1. Only assign a clinic name if you have multiple clinics that share the same BP HALO site

    2. Otherwise, leave Clinic set to None

  6. Click Save - the member's row in the Member access table now shows their assigned HALO site ID

  7. Repeat for each member who needs Document Sorter access

Tips for Best Results

  • Only assign a clinic name if multiple clinics share the same BP HALO site. In all other cases, leave Clinic as None

  • Make sure Enable document sorter is toggled on, or members will not see the document inbox

  • Use the Find search box to locate members quickly in larger organisations

  • HALO site IDs are long unique identifiers (for example, cd01acaf-4657-432d-ac8b-ebbe1167c5b8). Confirm you are selecting the correct site before saving

We're here to help if you have any questions. Reach out to our support team for a same-day response at [email protected] or click the blue chat widget on the right.

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