Adding User Accounts

To add a user account in the AHOBPR Clinical Portal, perform the following steps:

Note: -_Only Registry Managers can add a user account in the AHOBPR Clinical Portal.

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

   The Administration > Users page displays.

   

   The user information displayed on the page includes the user's AHOBPR Clinical Portal ID number, user name, and first and last name.

2. Click the Add User button.

   The Administration > Add User page displays.

   

3. 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.

4. 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:

     

5. 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 Users page.

   Edit User Account Information 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.
   Primary Job	Enter the user's primary job.
   Secondary Job	Enter the user's secondary job.
   Job Title	Enter the user's job title.
   Work Location	Enter the user's work location.
   Email Address	Enter the user's e-mail address.
   Telephone	Enter the user's telephone number.
   Fax	Enter the user's fax number.

6. 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.

7. Click the Close button to exit this page.

   The Administration > Users page displays.

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