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Managing User Roles from the Administration > Users Page

To manage a user's assigned roles from the Administration > Users page, perform the following steps:

Note: -_Only Registry Managers can manage user roles in the AHOBPR Clinical Portal.

  1. Click the Administration tab in the banner at the top of the page.

    The Administration > Users page displays.

    Image of the Administration > Users Page.

  2. Use the following methods to search for users:

    Closed Search by Username

    1. Enter any of the following search criteria in the Search By Username box:

      • username
      • first name
      • last name

      Note: -_You can enter a partial name in the box to search for the user.

    2. Click the Search button.

      If the user name is found in the system, the page will display the user in a table at the bottom of the page.

      Image of the Administration > Users Page showing existing users.

      Note: -_If necessary, use the numbered links at the bottom of the User/Roles section to locate the appropriate user.

    ClosedSearch by User Type

    1. Use the Search by Type box to select the type of users that you want to locate: Active, Pending, and Inactive.

    2. Click the Search button.

      All users that match the type of user you selected previously are displayed.

      Image of the Administration > Users Page showing search results for user type.

  3. Click the Roles button associated with the user.

    The Administration > Users > User.Name > Roles page displays.

    Image of a user's Roles page showing their assigned roles.

    Note: -_The User.Name included in the title of the page will be specific to the user selected previously. For example, in the displayed figure, the user's user name is james.smith. The system displays the Administration > Users > JAMES.SMITH > Roles page accordingly.

  4. In the Roles section, select or clear the check boxes to assign the appropriate roles to the user. The available roles include the following:

    AHOBPR Clinical Portal User Roles and Permissions
    Permissions Care Team Role Advanced User Role Registry Manager Role Help Desk
    Update AHOBPR Clinical Portal User Account Information X X X X
    View Questionnaire Responses X X X X
    View Registrant Status History X X X  
    Aging Report X X X  
    Status Report by State X X X  
    Participation Report   X X  
    Follow-Up Questions Report   X X  
    Registrant Contact Information Report X X X  

    Ad Hoc Report by Individual

    		X X X  
    Ad Hoc Report by Location X X X  
    Export Report Results X X X  
    Select Sub-Population Flags for an Individual Registrant X X X  
    Select Admin Flags for an Individual Registrant X X X  
    Access the Computerized Patient Record System (CPRS) X X X  
    Remove an Admin or Subpopulation Flag     X  
    Reconsider Registrant Eligibility (Change Status)   X X  
    Eligibility Review Report (For HEC)     X  
    Approve/Update/Disable Users     X  
    Add/Delete/Disable Sub-Population Flags     X  
    Add/Delete/Disable Admin Flags     X  
    Add Flags to Multiple Users   X X  
    Create Follow-up Questionnaires     X  
    Send Follow-up Questionnaires     X  
    Create Messages     X  
    Send Messages     X  
    My Messages Templates   X    
    Send My Messages   X    
    Compile all Questionnaire PDFs into a .zip File     X View Only Access
    Update Non-Verified Names     X  
    Access the Queue Monitor     X  
    View User Actions Using the Action Tracking Features     X  
    Send E-mails to Clinical Portal Users     X  

  5. Click the Save button.

    The system displays a prompt confirming that the user assignment role changes were successfully made.

  6. Click OK.

  7. Click the Close button to exit this page.

    The Administration > Users page displays.

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