Admin Overview

Admin (https://vida.com/admin/login/?next=/admin/) is the back-end platform used by Vida to update member accounts. Support uses admin to complete workflows and verify information. 

When performing Admin actions, please adhere to the following mandatory protocol:

• KB-Only Workflows: Only use approved processes from our Knowledge Base. Peer-to-peer advice or historical knowledge is not an approved workflow.
• Verification: Steps change frequently; you must verify the KB article every time before you proceed.
• Documentation: For every change made, add an internal note including the direct link to the KB article you followed.

You must be able to cite the specific article used for any administrative change. This ensures we stay consistent and have a clear audit trail.

Workflows

• Changing Basic Information
• Updating Call/Content Statuses
• Adding Member Conditions
• Canceling Accounts
• Updating metric points (member-logged data)
  • Adding
  • Editing
  • Removing

Frequently Used Sections

It's recommended to bookmark these sections for quick access, but note that you will need to first sign into Admin via Okta. Admin times out when idle for longer than 5 minutes.

• Users 
  1. Update user information including
     • Zip code
     • Email
     • First and last name
  2. Cancel accounts
  3. Reactivate accounts
  4. Set temporary passwords 
      
• Teams 
  1. View programs
  2. View Group programs
      
• Customer Profiles  
  1. Update date of birth
  2. Updates address (verify for device orders/issues with prescriptions)
  3. Update availability (note they will be in military time, hours 0-24)
  4. Update preferred language
  5. Update notification settings
  6. Update two-factor authentication (can turn off if they can't get into account due to two-factor req.)
  7. Update member health conditions (add, edit, remove)
      
• Program instances 
  1. View active programs
  2. View program Chats
     • (Program Instance > Paste UUID > click Program Name > click team code > Scroll to bottom of page to view Chats)
  3. View Advanced Prescribing team code
  4. View member details
  5. View Coach/Provider details
      
• Metric points 
  1. View member's logged data (i.e. blood pressure readings, weight, food data)
  2. Update metrics (add, edit, remove)
      
• Scheduled calls 
  1.  Verify call dates
  2. Verify call statuses (update to completed if verified w/ coach)

💬 Member Chat Access

• You can find member chats under "Teams" or "Program Instances."

• Always check the chat for important coaching information (like medication or program steps).

• If a member says the chat is gone, look under "Program Instances."

  • If the program is "Completed," the member can no longer see the chat, but you can still view the full history there to confirm details.

Account Statuses:

To view account statuses:

• Click "Users"
   
• Enter member's email address and locate profile
   
• Click member's email address on left side
   
• Scroll down to Subscription > Subscription Status
   

Program Statuses:

To view program status:

• Click 'Program Instances'
   
• Paste member's email address in the search box (top right corner)
• View the status under "State," noting the program under "Program"