Administration > Role Matrix

1.   You see the above Title Bar when Role Matrix is selected from the Left Menu

2.   You can search for any NT Username or Name.

·         Type in any text character, partial name, or full name.

·         Click Search to search the NT Username list and Name list for a match.

·         The Users list is filtered to show the search results.

3.   You can click Clear to remove the search filter and display the full user list.

4.   You can view the Users list and select a user by clicking the User ID to display the user profile.

·         When viewing a users profile you can edit the user role information by deselecting or selecting the check box for each of the roles.

·         Click Save to save the changes or Close to abort the changes.

5.    You can download the Role Matrix to an Excel spreadsheet by clicking Download to Excel and following the on screen prompts.

 

Click the page number to display the list of patients on that page.

Click after the highest page number to display the next set of pages.

Click before the lowest page number to display the previous set of pages.

Click << to display the first page.

Click >> to display the last page.

Administration > Role Matrix > User List > [NT Username] Roles

1.   You see the above Title Bar when you click the Edit Roles button in the Administration > Users page;

2.   You can edit the user role by deselecting or selecting the applicable checkboxes on the screen.

3.   You can save the edited information by clicking the Save button. A Save Successful pop-up message will appear and you can click ok.

4.   You can click Close button to return to the users list screen.