Adding a New User and User Related Information

Adding a New User and User Related Information

How do I add a New User

To be HIPPA complaint each user should have their own user name and password.

Click ‘Admin’ > [User Maintenance] > [Add]
  • We recommend a naming convention of First Initial, Last name as the User ID.   
  • This User ID will never change.  
  • Do not fill in anything in ‘Facility’
  • Choose a permission 'Role' for the user and [Save]




Permissions

How do I limit or give Permissions?

‘System Permissions’ are organized in a ‘tree’ for the Administrator to allow or block users from screens and functions. 

Generally, features have a permission breakdown of:  View, Add, Edit, Delete. 

To find the permission use the Search box.  Click the plus (+) sign by 'System Permissions' to use ‘Search’ to find specific permissions by searching for the screen name.  

TIP:  Use the name of the page found in the header at the top of each screen and use that in the ‘Search’ field.

In our example, we typed 'reference batch’ which opened the tree for our review.





How do I make a user Inactive or Deactivate ?


Click Admin in the sidebar > [User Maintenance] > Find the User ID > Click the hyperlink 'Deactivate'

 The user name is retained in the database, however the user may no longer log in.

If your user has not logged in the system for 30 days we display it on the Home Dashboard for Admin users to decide to 'Keep Active' or 'Deactivate' .

All users are accessible from the User Maintenance page if 'Include Inactive' is checked.

Passwords

What are the requirement for a password?  

The first time you log in you are required to reset your password.
See the highlighted portion for requirements, below.  Depending on how the user is setup,
they must reset their password at least one time per year, at most every three months  
The email requirement allows the user to reset their own password should they forget. 

How do I reset my password? 

If you are at the login page; 
click 'Forgot Password' and we will email you a temporary password.

If you are already logged in:
  1. Click your user name
  2. Click Reset Password'
  3. Key in your current password then New 
  4. Save




How do I reset other user's password?

Click Admin in the sidebar>User Maintenance> click the user ID > type in your password>click submit>
add a password in the field as seen below and Save.  The user will get the 'Your password has expired' page as seen above and will need to reset their password.

I am getting logged out too often, what should I do? 

The system admin user is able to Change the 'Timeout' from the system delivered 10 minutes to more time.
 

Roles

Security "Roles" are a collection of Security Permissions, allowing an Administrator to easily assign all the necessary permission to a new user by simply assigning them the correct ‘Role’.  There are six pre-defined Roles (below).  These roles can be modified and new ones can be added to meet the unique needs of your organization.  


How to add a new 'Role' and edit 'Permissions'

Go to Admin >  Roles> 
  1. Click ADD
  2. Create a name and copy an existing Role you want to add permissions or subtract from 
  3. Save
  4. Click View to Edit Permission OR to go the Permission button in Admin
  5. Use the 'Search' field, type a feature to open the security tree > check to give a permission, uncheck to take away a permission
    • In our screenshot we gave the front desk superuser the ability to post NSF
  6. SAVE