There are three steps that need to be completed before somebody can successfully log in to Gardiant Works:
1. Setup - an admin needs to create the Gardiant profile.
2. Sign up - the new user needs to register their email and new password.
3. Verify email - the new user needs to verify their email.
* A good practice before creating a new Gardiant Works profile is to check the list of inactive users and see if they already exist and just need to be reactivated.
1. Setup. An admin creates the new user's profile in Gardiant Works by going through the Admin tab, Users sub-tab, and clicking on +User button:
Fill out the information in the Add User window by entering at least a valid email address, and the first and last name.
Then click the Save button:
On the Billing Info tab, enter the following information:
Rate Level - tell the system how or whether to bill the time based on the Rate Schedule associated with the case they are working,
VRC provider number (when applicable) if the person is going to create case notes and bill L&I for their time,
Begin Date:
Note: Please contact Gardiant Support through the “?” for new Gardiant users who need a Microsoft 365 license setup.
2. The sign up/registration process needs to be completed by the new user. If you see a red exclamation mark next to the Edit button, that means that the person has not registered or logged in for the first time yet.
Send them the registration link so the new user can register, set up their password, and log in to Gardiant Works. You can find the registration link at the top of the user's profile:
>>> Notice that the registration link includes the new user email address. That means when you share the link and the user opens it, their email address will auto-populate in the user name field. This helps avoid typos at the time of registration.
If you are adding multiple users at once and want to send only one email with the registration link, you can remove everything after the word "register" in the link and share the link that way. The users will each need to enter their own user name when registering.
3. After the registration process is complete, the user will receive a message to the registered email address in order to verify their email and make sure that password updates and other critical emails are being sent to the correct person going forward.