Release Notes
v6.4.16 Release Notes - 4th October 2024
v6.4.15 Release Notes - 6th September 2024
V6.4.15 Roadmap Upcoming Features (subject to change) 6th September
v6.4.14 Release Notes - 9th August 2024
V6.4.14 Roadmap Upcoming Features (subject to change) 9th August
v6.4.12 Release Notes - 5th July 2024
V6.4.12 Roadmap Upcoming Features (subject to change) 5th July
v6.4.11 Release Notes - 24th May 2024
V6.4.11 Roadmap Upcoming Features (subject to change) 24th May
v6.4.10 Release Notes - 12th April 2024
v6.4.9 Release Notes - 1st March 2024
v6.4.8 Release Notes - 19th January 2024
v6.4.7 Release Notes - 24th November 2023
v6.4.6 Release Notes - 13th October 2023
v6.4.5 Release Notes - 1st September 2023
v6.4.4 Release Notes - 21st July 2023
v6.4.3 Release Notes - 9th June 2023
v6.4.2 Release Notes - 5th April 2023
v6.4.1 Release Notes - 31st March 2023
v6.4.0 Release Notes - 3rd March 2023
v6.3.3 Release Notes - 3rd February 2023
6.3.2 Release Notes - 16th December 2022
v6.3.1.1 (6.3.1.420) - 24th November 2022
v6.3.1 Release Notes - 14th November 2022
Care Cloud Warranted Environment Specification (WES) Version 1
V6.4.16 Roadmap Upcoming Features (subject to change) 4th October
V6.4.17 Roadmap Upcoming Features (subject to change)
Navigation
System Admin
Administration
Email Setup
Setting up Emails
Registering the App
Assigning Microsoft 365 Licences
Configure System Settings for Emails
Advanced SSO Setup
Creating a Business Unit
Creating a Provider
System Settings for Copying and Ending Staff Contracts
Public Holidays
Address Lookup - Gazetteer
Maps Integrations
Enable and Disable Business Modules
List of Scheduled Jobs
Tracing Performance Issues
System Users
Creating a System User
Assigning System User Personas
Adding Security Profiles to a System User
Removing Security Profiles from a System User
Assigning Home Screens
Deactivating a System User
Removing a System User from a Team
Teams
Change Team Visibility
Creating a Team
Adding Team Members
Adding Team Security Profiles
Ending a Team Membership
Moving a Team to a Different Business Unit
Team Codes
Personas
Reference Data
Advanced Search
Rostering
Configuring Scheduling and Rostering
Adding Availability Types
Editing Availability Types
Transport Types
Scheduling Setup
Booking Deletion Reasons
Care Provider Deletion Reasons
Booking Types
Introduction to Booking Type Class
Adding Booking Types: Booking (To Location)
Adding Booking Types: Booking (To Internal Care Activity)
Adding Booking Types: Booking (To External Care Activity)
Adding Booking Types: Booking (To Internal Non-Care Booking)
Adding Booking Types: Booking (Service User Non-Care Booking)
Booking Type Clash Actions
Linking Booking Types to Providers
Using the Provider Schedule
Introducing the Provider Schedule
Adding a Schedule Booking
Setting Occurrence Against Bookings
Validations When Creating a Schedule Booking
Managing Schedule Bookings
Using the Provider Diary
Introducing the Provider Diary
Adding a Diary Booking
Validations When Creating a Diary Booking
Managing Diary Bookings
Scheduling Runs
Express Booking Criteria
Forcing an Express Booking Job
Time and Attendance
Finance
Person Contract Services
Adding a Person Contract
Ending a Person Contract
Person Contract Service
Configuring Contract Services
Adding a Contract Scheme
Adding a Service
Adding a Services Detail
VAT Codes Setup
Rate Units Setup
Using Contract Services
Invoicing and Billing
Finance Invoice Batch Setup
Finance Invoice Processing
Using Finance Invoice Generation
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Using Finance Extract Batches
Charge Apportionments
Personal Money Account
Payments Against Invoices
Using the Finance Module
Providers
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Finance Code Mapping
Person Contract Service End Reason Rules
Person Absences
Person Absence Reason Rules
People
About Me
Care Planning
Care Planning
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Recording a Person Risk Plan
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eMAR for Domiciliary Care
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Mobile App
Configuring the Care Cloud Mobile App
Using Care Cloud Mobile App for Residential Care
Using Care Cloud Mobile App for Domiciliary Care
FAQ
Request a Help Article
Security Profiles - Record Privileges
Glossary
Care Cloud Finance API’s
FAQ - Why can't we see all Residents in the Mobile App?
FAQ - What is the timeout of the Product?
FAQ - Why am I seeing an error message in the Mobile App about option-set data not available?
FAQ - Why is the Employee Type field important when creating a System User record?
Contents
- All categories
- System Admin
- Administration
- Advanced SSO Setup
- Advanced SSO Setup
Advanced SSO Setup
Updated by Mohammed Jamal
Advanced Single Sign-on (Advanced SSO) is a user authentication method that makes it easy to centrally manage application access and allows you to securely authenticate with multiple applications by using just one set of credentials.
Multi-factor authentication (MFA) is a multi-step process to enable users to access their software applications. It requires you to enter more than just a password. Applying MFA and the need for a second form of authentication increases security and can help prevent unauthorised account access, especially in the situation that a system password has been compromised. You will most likely have experience of MFA in your personal life when accessing online banking, transacting online or accessing other apps.
The adoption of MFA is common in software applications and is encouraged as best practice by cyber security experts. The UK Government treats it as a standard software tool in its Cyber Essentials Scheme.
You can read more about SSO, MFA and why it's important in our short explainer.
Authenticator App
You can choose to use any authenticator app but you should check with your organisation as they might have a preferred one so check with them first.
The following are some popular options:
App | Encryption | Platforms | Cloud backup | Offline support | Benefits |
All your data is safely stored offline on your device. If you're using cloud sync, the communication between your phone and your cloud backup or browser is end-to-end encrypted by default. | Android, iOS, and browser extension | Yes | Yes | + Simple and easy to use + Encrypted cloud backups to iCloud or Google drive | |
Stores an encrypted copy of your accounts in the cloud. The account is encrypted/decrypted inside your phone so neither Authy or anyone affiliated with Authy have access to your accounts. | Android, iOS, Windows, macOS, Linux | Yes | Yes | + The encrypted cloud backup means only you can ever access your information - Requires you to enter your phone number so it's not as independent as the other app options | |
Not end-to-end encrypted when connected to your Google account. You can use offline for more secure encryption. | Android, iOS, Chrome | Yes | Yes | + Connects to your existing Google account + Can use alongside Google Password Manager | |
Passwords in the cloud are encrypted and decrypted only when they reach your device. | Android, iOS | Yes | Yes | + Connects to your Microsoft account + Includes a lot of extras, including password management, verified IDs, addresses and payment card information + Backs up in the cloud if you turn on account recovery |
Authentication Providers
You will need to switch over your authentication provider in your Care Cloud environment in the following way.
- Navigate to Setting > Security > Authentication Providers.
The 'Authentication Providers' page is displayed:
- Select the Advanced SSO record.
The following page is displayed:
The Default should be set to Yes.
Logging in for the first time with Advanced SSO and MFA
If you're logging in to an Advanced application for the first time, or if your account has been migrated to use Advanced SSO, you will get these steps on your first login.
If you have logged in using Advanced SSO before but are setting up MFA for the first time, you will not need to set a password as you will already have a password for your account. You can skip ahead to Setting up MFA. This is relevant for existing users of Advanced HR or Advanced Financials.
Setting your password
- When first logging on, you will be asked to enter your email address.
- If you have access to more than one organisation, you will see this screen to select an organisation.
If you only have one organisation, you will not see this screen and will skip straight to screen 3.
- Select 'Forgot password?' under the log in button in order to set a password for your account.
- You will need to enter your username or email address.
- An email will be sent to your email address with a link to set your password.You will receive an email that looks like this, but will include your organisation's name.
- Click on 'Change password' in the email, and you will be brought back to the Advanced SSO login process.
On the update password screen, you will need to enter a new password.When you have set a new password, you will receive a confirmation email.If you receive this email and you haven't set a new password, make sure to contact your system administrator.
Setting up MFA
- Once you have set your password, you will be asked to set up Multi-Factor Authentication (MFA) using an authenticator app on your phone.
We show the Microsoft Authenticator app here but you can use any authenticator app, including Twilio Authy and Google Authenticator. Your organisation might have a preferred app for you to use. You can find these by searching 'authenticator' in your phone's app store.
Follow the instructions on the screen to configure your MFA app. You will need to be able to scan the QR code.
- If you cannot scan the QR code, you can select 'Unable to scan?'. You will be taken to a manual setup screen with the details to enter into the authenticator app.For the Microsoft Authenticator app shown here, you choose the Account name (you could use Advanced for example) and the Secret key is the 32 character code given on the login screen.
- Once you have set up the app, you will be asked for a verification code.
Once you have entered the verification code correctly, you will be logged into the software.
Subsequent logins
When you login in the future, you will only have two steps.
- You will be asked for your username or email address and password.
- You will be asked to enter a verification code from the authenticator app you set up.
That's it! If you're unsure of anything or have any problems logging in, contact your system administrator or the support desk for help.