SECURITY SETUP

This option allows the user to add user accounts and set up their permissions per role. Only System Administrators can access this page unless the other roles are given the same permission. This is located under the Admin Menu → Permission or User.

***At the left panel of the page, the user will see four categories under Security.***

1.png

2.png

Users contain the list of User IDs in the website. Login credentials for individual users can be modified in this section. To create a new User ID, click on the ”+Add” button, the user will then be redirected to the user details form.

3.png

Select the type of User ID to create.

- Physician – used for Physician’s account
- Discipline – used for field user’s account
- Office User – used for office user’s account
  - - This type of user can both function as an office and field user.
- Surveyor - used for surveyor’s account

Clicking on the magnifying glass will show the user the agency’s disciplines’ list. Select the discipline’s name to associate the discipline’s tasks to his user ID. Selecting the name will automatically create the user ID and fill out the discipline’s necessary information.

4.png

The default User ID is composed of the first two letters of the discipline’s name, a period, and the discipline’s last name. The user ID can also be changed depending on the agency’s preference.

Note: Once the User ID is saved, this cannot be changed anymore

Password will be set as default depending on the agency’s default preference password. It can then be updated later.

Note: The password is case sensitive. We suggest to have it in all lowercase.

Email – This is a personal email to be associated and linked to the user’s account.

Is active must be checked for active disciplines.

The User Security Level section allows the user to limit the location, date and time that the discipline can access the system.

If the IP Restriction is enabled, the user can only log in on a specific device with the specified IP address.

Allowed Days is used to set the specific days that the user can only log in.

Time Restriction (Use Military Time) is used to set the time the user can access the system.

Check the Notifications that the user is available to see.

5.png

Roles option allows the user to create new roles and view users according to the role.

- To create a new role, click “Add” and type the new role on the description, and click the save button.
- Click the ”Role” to view the list of users assigned to that role.

6.png

Permissions are where the System Administrator sets the permission per role.

Node Permissions:

- Read Only – The page is set as read-only. The user can access the page but cannot edit or change any information.
- No Access – The page is set to hidden.
- Has Access – The user has access to pull up the page, edit and modify the information available.

7.png

Copy From button is used to set the same permission with other roles. Click the copy from, select the role, and check the permission that will be copied over. Then, click the “Copy” button.

8.png

Assign Patients to Users option allows the user to pull up the list of patients assigned to a field user or surveyor account. Selecting the role from the drop-down will show the user the list of disciplines added under the role.

9.png

Clicking the List of Assigned Patients link in line with the discipline’s name will show the user the list of patients assigned to the discipline’s account. These are the only patients that they can access the system.

Adding a patient on this page is also possible. Just click the Patient text box, and type in the patient’s last name. Then, select the patient from the drop-down and click the “Add” button to add the patient on the list.

Version Control #: DSL2019-2.2

Report abuse