Edit User

 Purpose

The Edit User screens are used to locate a user specific to a provider organization, then add, delete, or edit that users information.

 Find User

Within Edit User, an authorized user will have the ability to find a user in an application and organization to which he/she has authority.  This function can also be used to view users.

  1. View a list of users in an application and organization to which the Administrator has authority.

  2. View a list of all users to which the Administrator has authority..

  3. Filter the list to show users with no current access.

  4. Switch from one authorized application and/or organization to another to view a different list.

  5. Select a particular user from the list and display detailed information.

Field Name

Description

Organization

If an administrator has access to only one organization, the organization name will appear in a text box.  If an administrator has access to more than one organization, the organizations will appear in a pick list.

Application

If an administrator has access to only one application, the application name will appear in a text box.  If an administrator has access to more than one application, the applications will appear in a pick list.  Choosing an application from the list, will cause the organization list to refresh to only displays organizations for that application.

Status

Allows the administrator to filter the results on any combination of the listed statuses: Active, Disabled, and Terminated

Last Name

To find a particular user last name must contain at least one character.  Alphanumeric and special characters are allowed as search values.

First Name

To find a particular user first name must contain at least one character.  Alphanumeric and special characters are allowed as search values.

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A list of the matched users will be displayed when the Find button is clicked.

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The administrator will be returned to the Home Screen when the Cancel button is clicked.

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 Edit User

Within Edit User, an authorized user will have the ability to maintain a user in an application and organization to which he/she has authority.  Administrators also can maintain users who had past access to their application(s)/organization(s).

Field Name

Description

User First Name

Required.  Free-text field with no default value.  Minimum length is 1; maximum length is 20.

User Last Name

Required.  Free-text field with no default value.  Minimum length is 1; maximum length is 30.

User Middle Initial

Length is 1; any character allowed.

Username

Required.  Minimum is any four alphanumeric or special characters.  Maximum length is 30.

New Password

Required.  Minimum is any four alphanumeric or special characters.  Maximum length is 30.

Confirm New Password

Required if New Password is entered.  Must match New Password

Status

Default of Active

Street Address

Maximum length is 55; any character allowed.

Other Address

Maximum length is 55; any character allowed.

P.O. Box

Maximum length is 10; any character allowed.

City

Maximum length is 52; any character allowed.

State

This is a drop-down box containing all values as in VIIS.

Zip

From 1 to 5 digits, then from 1 to 4 digits.

Email

Minimum length is 1; maximum length is 80.

Phone Number

Area Code: 3 digits.  Prefix: 3 digits.  Suffix: 4 digits.

Extension

Up to 7 digits

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Clicking on save will validate the information entered on the screen.  A message will appear at the top indicating the status, such as if the user was saved or if there are missing required fields.

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Clicking on cancel will discard any changes made on the screen.  A confirmation message box will appear asking if you want to continue.  Pressing OK on the message box will take you back the Home page; Cancel will keep you on the screen without discarding changes.

Reset a User's Password

  1. Find the user

  2. Click on the last name link for the user

  3. Enter in a New Password of 4 to 30 characters in length

  4. Enter the password in Confirm New Password as well

  5. Click Save

  6. If successful, a message will appear at the top: "User Saved"

Modify a User's Status

  1. Find the user

  2. Click on the last name link for the user

  3. Choose a status:

    1. Active

    2. Disabled

    3. Terminated

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 Modify Access

Within Modify Access, an authorized user will have the ability to add or remove a user's access to applications and organizations to which the authorized user has privileges.  Removing user access to a particular application/organization combination will log off a user who is currently using the application/organization, and will prevent the user from logging into that particular application and organization by removing the link from his/her list of available application/organizations.  A removed user will appear separately on a list of views users as "terminated" for that application/organization.

Field Name

Description

Application

If an administrator has access to only one application, the application name will appear in a text box.  If an administrator has access to more than one application, the applications will appear in a pick list.  Choosing an application from the list, will cause the organization list to refresh to only displays organizations for that application.

Organization

If an administrator has access to only one organization, the organization name will appear in a text box.  If an administrator has access to more than one organization, the organizations will appear in a pick list.

Role

A drop-down list containing all of the available roles the administrator can add.

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After selecting an application, organization, and a role, clicking Add will add it to the current list of organizations and application.  Changes will not be recorded until Save is clicked.

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Clicking the Select button will allow an administrator to change the selected role and status for the user's  application/organization.

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Clicking the Save button will record the changes to the user's applications/organization/roles to the database.

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Clicking the Cancel button will discard any changes that have not been saved.

Add Access to Applications and Organizations to a User

  1. Select an application.  If you have access to only one application, then it will be chosen for you.

  2. Select an organization.  If you have access to only one organization, then it will be chosen for you.

  3. Select a role.

  4. Click Add.

  5. Click Save when finished with adding all application/organization/roles for this user.

Change Access to Applications and Organizations for a User

  1. Select the application/organization/role(s) you want to remove by clicking the radio button.

  2. Click the Select button.  The screen will now display the application/organization/role and status above the list.

  3. Choose a new role and/or status, then click the Update button.

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