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Administration > Users Page

The Administration > Users page to search for existing users in the system and perform administration tasks.

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

Search for Existing Users

1. Enter the user's Active Directory user ID or at least three characters of their last name in the Search Username box, and then click the Search button.

2. Continue as follows:

   • If the user already has an account, the system will list the user's account information in the displayed table.

     

     You can perform the following functions by using the links included in the table:

     • Click the ID number link to edit/view the user's account information. See the "Editing User Accounts" topic.
     • Click the Roles link to change the user's roles in the system. See the "Managing User Roles from the Administration > Users Page" topic.
     • To approve a user's account in Pending status, click the Approve link.
     • To restore a user's account access, click the Activate link. See the "Activating User Accounts" topic.
     • To remove a user's account access, click the Deactivate link. See the "Managing User Roles from the Administration > Users Page" topic.

   • If the user does not exist in the system, the system displays the message:

     No Users Found.

Add a New User

1. Click the Add User button.

   The Administration > Add User page displays.

   

2. To prevent users from adding duplicate user accounts in the AHOBPR Clinical Portal, you must first determine if the user already as an account in the system. Enter the user's Active Directory user ID in the Search Username box, and then click the Search button.

3. Continue as follows:

   • If the user already has an account,the system will list the user's account information in the displayed table.

     

     You can perform the following functions by using the links included in the table:

     • Click the ID number link to edit/view the user's account information. See the "Editing User Accounts" topic.
     • Click the Roles link to change the user's roles in the system. See the "Managing User Roles from the Administration > Users Page" topic.
     • To approve a user's account in Pending status, click the Approve link.
     • To restore a user's account access, click the Activate link. See the "Activating User Accounts" topic.
     • To remove a user's account access, click the Deactivate link. See the "Managing User Roles from the Administration > Users Page" topic.

   • If the user does not exist in the system, the Administration > Add User > UserName page displays.

     

4. In the Edit User Account Information section, enter the user's information in the provided fields.

   The following table describes the information that can be edited in the Edit User Account Information section.

   Edit User Account Information Section Fields

   User Information	Description
   Username	This box displays the user's Active Directory user name for which you previously searched. Note: -_This field is not editable.
   Full Name	Enter the user's full name to include their middle name.
   First Name	Enter the user's first name.
   Middle Name	Enter the user's middle name.
   Last Name	Enter the user's last name.
   Maiden Name	If applicable, enter the user's maiden name.
   Employee Number	Enter the user's employee number.
   Job Title	Enter the user's job title.
   Email Address	Enter the user's e-mail address.
   Telephone	Enter the user's telephone number.
   Fax	Enter the user's fax number.

5. After reviewing the information, click the Save button.

   The Administration > Add User page refreshes with the user's name and the date the account was created displayed at the bottom of the page.

6. Click the Close button to exit this page.

   The Administration > Users page displays.

7. The user account must now be assigned the appropriate user roles. See the "Managing User Roles from the Administration > Users Page" topic..

Edit a User's Account Information

1. In the ID column, click the user's ID number that corresponds to their user account.

   The Administration > Users > User.Name page displays.

   

   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 > page accordingly.

2. In the Edit User Account Information section, edit the existing information for the user as appropriate.

   The following table describes the information that can be edited in the Edit Users page.

   Edit User Account Information Section Fields

   User Information	Description
   Username	Enter the user's Active Directory user name.
   Full Name	Enter the user's full name to include their middle name.
   First Name	Enter the user's first name.
   Middle Name	Enter the user's middle name.
   Last Name	Enter the user's last name.
   Maiden Name	If applicable, enter the user's maiden name.
   Employee Number	Enter the user's employee number.
   Job Title	Enter the user's job title.
   Email Address	Enter the user's e-mail address.
   Telephone	Enter the user's telephone number.
   Fax	Enter the user's fax number.

3. Click the Save button.

   The system displays a prompt that shows the changes were successfully saved.

4. Click OK.
5. To deactivate this user account, click the Deactivate button.

6. Click the Close button to exit this page.

   The Administration > Users page displays.

Manage a User's Assigned Roles

1. Click the Roles button associated with the user.

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

   

   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.

2. 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
   View Questionnaire Responses	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
   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
   Remove an Admin or Subpopulation Flag			X
   Reconsider Registrant Eligibility			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

3. Click the Save button.

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

4. Click OK.

5. Click the Close button to exit this page.

   The Administration > Users page displays.

Activate a User Account

Deactivate a User Account