Transform® admin guide

How do I activate my Transform®?

A member of the Bond Digital Health team will set up your account on Transform®. We’ll then add you as an admin and send you a welcome email, with a link to verify your email address and create a password.

How do I set up my admin account?

Your welcome email will include a link to the Transform® Web App. When you click the link, you’ll be asked to create a password.

You can then use your password to log into your dashboard. The first time you log in, you’ll need to check the consent and privacy boxes. Once your account is set up, you’ll have management control of Transform®. We recommend bookmarking your dashboard so you can access it easily.

How do I onboard my customers to Transform®?

These are the steps to add a customer to Transform®:

1. Click “Organizations” from the menu on the left-hand side of the dashboard

2. Click “Add New Organization” in the top-right corner of the screen

3. Complete your customer’s details

4. Click “Add new organization” to add them to Transform®

How do I create and invite an admin for an organization?

There are two ways to add and set up an admin account for an organization:

From the Organizations page

1. From the list, click the organization you want to create an admin account for

2. Go to the “Users” tab and click “Add New User”

From the dashboard menu

1. Click “Users”

2. Click “Add New User” in the top right-hand corner of the screen

When the form appears, you need to:

1. Fill in the user’s name and contact details

2. From the “User Type” drop-down, select “Organization Admin”

3. From the “Organization” drop-down, select the organization’s name

4. Click “Add new user” to save the details

Once you’ve done this, the user will receive an email, inviting them to confirm their admin account and join Transform®. This will look exactly the same as the welcome email you received from us. You can add multiple admins for an organization.

Who should I add as an admin for the organization?

The organization admin will have ownership of the Transform® platform in house. We’d recommend appointing your contact in the organization as admin – or the project lead. Ideally, the organization admin will be someone in a senior role, who is involved in the testing process.

The organization admin can create, view and edit groups within their organization – and can view all tests associated with their organization. They can’t, however, view individual patient details.

How do I change an organization’s details?

To update an organization’s details from your Transform® dashboard:

1. From the left-hand menu, Click “Organizations”

2. Click the organization you need to update

3. Click “Edit This Organization” in the top-right corner of the screen

4. Edit the details you need to change

5. Click “Save Changes” to save your changes

What other user types can I create?

As Transform® admin, you can create all user types – including other Transform® admins, organization admins, group admins and operators. However, you can’t invite individual patients to the platform – only the group admin can do this.

How do different users access Transform®?

There are two ways to access Transform® - via the dashboard, which you access on a web browser, and via the app, which you access on a smartphone.

Different user types access Transform® in different ways:

• Transform® admins – via the dashboard only

• Organization admins – via the dashboard only

• Group admins – via the dashboard only

• Individual patients – primarily via the app – but they can access their own personal dashboard too

• Operators – via both the app (to record a test) and dashboard (to view group data)

How do I change the email address associated with my Transform® account?

If you want to change your email address:

1. From the dashboard menu, click “Users”

2. Click your name from the list of users - it should be the first one at the top

3. Click “Edit my details” in the top-right corner

4. Enter your new email

5. Click “Save changes”

This change will boot you out of Transform®. Before you can log back in, you need to verify your new email address:

1. You’ll receive a confirmation email

2. Click “Verify email address” or copy paste the URL into your browser

3. You can now log into your account with your new email address and old password

You'll also receive a courtesy email to your old email address to confirm the change and to say that you’ll no longer receive communications there. You don’t need to take any action.

How do I change my password?

To change your Transform® password:

1. Click on your initials in the top-right corner of the dashboard

2. Click “Change password”

3. Enter your current password

4. And enter your new password

5. Click “Change password”

This change will boot you out of Transform®. You’ll need to log back in using your new password.

What happens if I forget my password?

If you need to reset your password, click “Forgotten Password?” on the Transform® login page. You’ll receive an email with instructions to reset your password.

How do I help a user who’s forgotten their password?

If a user has forgotten their password, they can click “Forgot password?” on the login screen to reset it. If this doesn’t work, you can help them to reset it:

1. From the dashboard menu, click “Users”

2. Click the user’s name from the list

3. Click “Edit this user” at the top-right corner

4. Click “Reset password”

5. From the pop-up window, click “Reset password”

If the user is logged in when you do this, they will automatically be logged out of Transform® when they next click anywhere in the app.

The user will receive an email so they can reset their password.

How do I help my customers get started?

When your customer first joins your Transform® platform as an organization admin, they may need some help to understand how it works and what they can use it for.

The best way to help them is to send your customers a link to the Transform® knowledge base. There is a specific section for organizations that will tell them everything they need to know about how to use Transform® and the types of data they can access.

How do I resend a user their account confirmation email?

If you’ve invited a user to join Transform® but they haven’t verified their account (or they’ve missed their invite), you can remind them by resending their confirmation email:

1. Click “Users” from the dashboard menu

2. Click the user’s name from the list

3. Click “Edit this user” at the top-right corner

4. Click “Re-send account confirmation email”

5. Click “Re-send confirmation”

They’ll receive an email with instructions for logging into Transform®.

Be aware that once you send a user a new confirmation email, the link in any previous confirmation emails will no longer work.

How do I help an organization reassign users to different groups?

You can reassign a user to a different group within an organization. For example, to reassign a group admin to a different group, you need to:

1. Click “Users” from the dashboard menu

2. Click the user name you want to edit

3. Click “Edit this user” at the top-right corner

4. Under “Group”, select the group name you want to reassign the admin to

5. Click “Save Changes”

An organization admin can reassign group admins too. You can help them do this by talking them through the steps outlined above.

How do I temporarily suspend and restore a user?

As Transform® admin, you can suspend or restore accounts for all user types – except for individual patients.

To suspend a user:

1. Click “Users” from the dashboard menu

2. Click the username you want to edit

3. Click “Edit this user” at the top-right corner

4. Change their status to “Suspended” in the “Status” drop-down

5. Click “Yes, suspend user”

The user won’t be able to log in to Transform® again until their access is restored. If they’re logged in when you suspend them, they will be booted out of the app the next time they click somewhere. If they attempt to log in, they will get an error message notifying them that their account has been suspended.

To restore their access, follow the same steps as above, but at step 4 choose “Active” and then “Yes, reactivate user”.

This action doesn’t send notification emails to the user so you’ll need to let them know separately.

How do I delete a user who no longer requires an account on Transform®?

To permanently delete a user who no longer requires access to Transform®:

1. Click “Users” from the dashboard menu

2. Select the checkbox next to the username you want to delete

3. Click the red “Delete User” button that appears in the top-right corner

4. Select a reason for deleting the user from the dropdown

5. Click “Yes, delete user”

You can also delete users in bulk. Select multiple users at the same time, then click “Delete User”.

How do I drill down to look at one group’s data?

On the dashboard, you can click on an individual group from the list of test results to see all of that group’s data – including the number of tests recorded, results, location (if this has been captured) and test photo. The data you see – and the data that’s anonymized – depends on what you selected in the customization process.

You can also go to “Groups” from the dashboard menu, and then click on an individual group from the list. You can see all users that are in this group, as well as all tests (by going to the “Tests” tab).

How do I look at heatmaps?

On your dashboard, you can see a list of all tests across all organizations and groups. Below this list is a map showing an overview of all tests.

You can zoom in to specific locations and click on individual test icons to see test records. Use the drop-down arrow in the top-right corner of the map to filter results.

What can I see on a heatmap?

As Transform® admin, you can see all the test results recorded by all of your customers – both organizations and groups. You can see details such as which group a test subject belongs to, the test ID and when and where the test was recorded. You may also be able to see additional data – depending on how you chose to set up Transform®.

You can click on any test on the heatmap – or on the test list – to see that particular test record. However, you can’t see who recorded the test result and who or what they were testing (the test subject). This data is anonymized – only the group admin can see this information.

How can I see all tests carried out by a specific operator?

In the test record list, there’s a “Recorded by” column. When a test has been recorded by an operator, you can click on their name in this column to see a history of all tests this operator has recorded.

If the “Recorded by” column says “Anonymized”, this means the user who recorded the test is either a self-registered patient - in which case the “Group” column will say “Self-registration group” - or an invited patient. If they’re an invited patient you’ll be able to see which group they belong to, but you won’t be able to access the user’s profile or see their test history.

Where does data from self-registered patients go and what can I see from it?

When a self-registered patient submits a test record, it’s saved under a default self-registration group, which is part of a self-registration organization. These entities are automatically created as soon as the first test record is submitted by a self-registered patient.

As Transform® admin, you can see these tests in the full test list, or by clicking the “Self-registration group” and going to the “Tests” tab. The information from the fields that you chose to anonymize will be hidden, but you will still be able to see how many tests overall have been recorded, as well as some other data.

For data privacy and security reasons, you can’t see the profiles for self-registered patients. This is why the “Users” tab will say “(0)” even though there are existing test records.

I can only see five test records in the main dashboard. How can I see more or all of them?

The default setting on the dashboard shows five test records. To change this, go to “Rows per page” at the bottom-left of the list of test records. You can click the drop-down to view five, 10, 15 or all tests. You can also use the arrows on the right-hand side to move through the pages of tests.