Command Button |
Description |
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A list of the matched users will be displayed when the Find button is clicked. |
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Refreshes the search results list when the Refresh button is clicked. |
Edit User |
Purpose |
The Edit User screens are used to locate a user, then add, delete, or edit that users information.
Edit User - Search |
Within Edit User, an authorized user will have the ability to find a user in an application, an organization type, and/or organization to which he/she has authority.
This function can also be used to view users.
View a list of users in an application, an organization type, and/or organization to which the Administrator has authority.
View a list of all users to which the Administrator has authority.
Filter the list to show users by Active, Disabled, and/or Terminated Status.
Switch from one authorized application, an organization type, and/or organization to another to view a different list.
Select a particular user from the list by the Last Name hyperlink to display detailed information.
Field Name |
Description |
Application |
If an administrator has access to only one application, the application name will appear in a text box. If an administrator has access to more than one application, the applications will appear in a pick list. Choosing an application from the list, will cause the organization list to refresh to only display organizations for that application. |
Organization |
If an administrator has access to only one organization, the organization name will appear in a text box. If an administrator has access to more than one organization, the organizations will appear in a pick list. |
Organization Type |
If an administrator has access to more than one application, the organization types will appear in a pick list. Choosing an organization type from the list, will cause the organization list to refresh to only display organizations for that Organization Type. |
Status |
Allows the administrator to filter the results on any combination of the listed statuses: Active, Disabled, and Terminated |
Last Name |
To find a particular user last name must contain at least one character. Alphanumeric and special characters are allowed as search values. |
First Name |
To find a particular user first name must contain at least one character. Alphanumeric and special characters are allowed as search values. |
Edit User - Search Functionality |
Command Button |
Description |
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A list of the matched users will be displayed when the Find button is clicked. |
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Refreshes the search results list when the Refresh button is clicked. |
Edit User |
Within Edit User, an authorized user will have the ability to maintain a user in an application and organization(s) to which he/she has authority. Administrators also can maintain users who had past access to their application(s)/organization(s).
Field Name |
Description |
User First Name |
Required. Free-text field with no default value. Minimum length is 1; maximum length is 50. |
User Last Name |
Required. Free-text field with no default value. Minimum length is 1; maximum length is 50. |
User Middle Initial |
Length is 1; any character allowed. |
Username |
Required. Free-text field with no default value. Maximum length is 30. |
Password |
Required. Free-text field with no default value. Maximum length is 50. |
Status |
Select a radio button of the status of the user being edited. |
Street Address |
Maximum length is 55; any character allowed. |
Other Address |
Maximum length is 55; any character allowed. |
P.O. Box |
Maximum length is 55; any character allowed. |
City |
Maximum length is 52; any character allowed. |
State |
Default of OR. |
Zip |
From 1 to 5 digits, then from 1 to 4 digits. |
Minimum length is 1; maximum length is 100. |
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Phone Number |
Area Code: 3 digits. Prefix: 3 digits. Suffix: 4 digits. |
Extension |
Up to 7 digits |
Edit User Functionality |
Command Button |
Description |
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Clicking on save will validate the information entered on the screen. A message will appear at the top indicating the status, such as if the user was saved or if there are missing required fields. |
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Clicking on cancel will discard any changes made on the screen. A confirmation message box will appear asking if you wish to save your changes. Pressing OK on the message box will save the changes unless there are missing fields required; Cancel will take you to the Edit User Search page. |
Find the user
Click on the last name link for the user
Choose a status:
Active
Disabled
Terminated
Click the Save button
Find the user
Click on the last name link for the user
Enter new password in the New Password text box
Enter same new password in the Confirm New Password text box
Click the Save button
Modify Access |
Within Modify Access, an authorized user will have the ability to add or remove a user's access to applications and/or organizations to which the authorized user has privileges. Removing user access to a particular application/organization combination will log off a user who is currently using the application/organization, and will prevent the user from logging into that particular application and organization by removing the link from his/her list of available application/organizations. A removed user will appear separately on a list of views as "terminated" for that application/organization.
Field Name |
Description |
Application |
If an administrator has access to only one application, the application name will appear in a text box. If an administrator has access to more than one application, the applications will appear in a pick list. Choosing an application from the list, will cause the organization list to refresh to only display organizations for that application. |
Organization |
If an administrator has access to only one organization, the organization name will appear in a text box. If an administrator has access to more than one organization, the organizations will appear in a pick list. |
Organization Type |
If an administrator has access to more than one application, the organization types will appear in a pick list. Choosing an organization type from the list, will cause the organization list to refresh to only display organizations for that Organization Type. |
Role |
A drop-down list containing all of the available roles the administrator can add for a user. |
Modify Access Functionality |
Command Button |
Description |
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After selecting an application, and/or organization type, organization, and a role, clicking Add will add it to the current list of organizations and application. Changes will not be recorded until Save is clicked. |
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Clicking the Select button will allow an administrator to change the selected role and status for the user's application/organization. |
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Clicking the Save button will record the changes to the user's applications/organization/roles to the database. |
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Clicking the Cancel button will discard any changes that have not been saved and return to the Edit User Search screen. |
Add Access to Applications and Organizations to a User
Select an application. If you have access to only one application, then it will be chosen for you.
Select an organization. If you have access to only one organization, then it will be chosen for you.
Select a role.
Click the Add button.
Click the Save button when finished with adding all application/organization/roles for this user.
Change Access to Applications and Organizations for a User
Select the application/organization/role(s) you want to remove by clicking the radio button.
Click the Select button. The screen will now display the application/organization/role and status above the list.
Choose a new role and/or status
Click the Update button.
Click the Save button.
