Editing User Accounts

To edit a user's account information from the Administration > Users page, perform the following steps:

Note: -_Only Registry Managers can edit user accounts 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

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

  2. Use the following methods to search for the user's account:

    Closed Click here to search for a user by username.

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

      • user name
      • 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 refresh to display on this user on the Administration > Users page.

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

    ClosedClick here to search for the user by type.

    1. Use the Search by Type dropdown 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.

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

    The Administration > Users > User.Name page displays.

    Image of the Administration > Users > User Name page.

    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.

  4. 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 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 Select the user's primary job.
    Secondary Job Select the user's secondary job.
    Job Title Enter the user's job title.
    Work Location Select the user's work location.
  5. Click the Save button.

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

  6. Click OK.
  7. To deactivate this user account, click the Deactivate button.
  8. Click the Close button to exit this page.

    The Administration > Users page displays.