User Management Tab: Navigation and Use

Why Use This Function:

User Management is essential for controlling access within the Practice, ensuring that only authorised Users can interact with the system. This tab allows for adding, updating, deleting, or disabling Users to maintain proper security and access control. A Security Pin can be set up to protect a Practitioner's Signature from unauthorised use, adding an extra layer of security. The Sessions tab records login and logout times, providing a way to track and monitor user activity. With options to filter, edit, and delete session records, managing and reviewing user access is more efficient.

The Contents of This User Manual:

  • Users
  • Auth Factors
  • Sessions


  • This user manual will start on the User Management tab, Users screen.


    • For more information on how to navigate to the User Management screen, please refer to the user manual: Configuration Segment.

Users
The Users screen function is to manage access to specific Entities within the Practice. It allows you to add, update, delete, or disable Users, ensuring that access is appropriately controlled and maintained within the system.

  • Click on the Users tab.


  • The Users screen will open.


Auth Factors
An Authorised user can set up a security pin that is required when adding a Practitioner's signature, as well as add new user logins to the system. The pin and login details help track which users were added and when, along with their access levels. The Authorised user can expire non-authorised users, temporarily removing their access to the system. The non-authorised user can only regain access once the Authorised user removes the expiration. This pin and password process provides an added layer of security, ensuring the Practice's site is used safely and is protected against any unauthorised access.

  • Click on the Auth Factors tab.


  • The Auth Factors screen will open.


Sessions
The Sessions tab is used to track user activity by recording login and logout times, ensuring better monitoring of system usage within the Practice. This tab also allows for filtering and editing, making it easier to manage and review user access when needed.

  • Click on the Sessions tab.


  • The Sessions screen will open.


Last modified: Wednesday, 26 March 2025, 3:29 PM