Add/Edit Users

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Adding and Editing Users is the ability to add new users to the system and edit existing users. When adding or editing a user, the system admin must ensure that the user is assigned a unique username, unique password, first name, last name, email address, user level and facility. Assigning users a specific facility means that the user can only add, edit and/or view records associated with that facility.

Quick Steps Example: Adding a User

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select User Level Manager, then select Add/Edit Users

3.

Enter the user's email address. Please note that his email address will become his username.

4.

Enter the user's first name.

5.

Enter the user's last name

6.

Enter the user's password.

7.

Confirm the user's password.

8.

Assign the user a user level.

9.

Assign the user a facility.

10.

Select the Add User button.

Quick Steps Example: Editing a User

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select User Level Manager, then select Add/Edit Users

3.

Find the user, select the user's user name.

4.

Modify the user's username, password, first name, last name, email address, user level or facility.

5.

Select the Edit User button.

   

Quick Steps Example: Deleting a User

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select User Level Manager, then select Add/Edit Users

3.

Find the user, select the delete link

4.

The delete confirmation page will appear.

5.

Select the Yes button.