Finding user accounts

You can search for an existing user account before you create a new user account or when you need to view or edit account details.

  • Open the side menu and select ADMINISTRATION. The USER ADMINISTRATION screen appears.

  • Search for a user by entering or selecting criteria in one or more of the search fields. Search fields are not case sensitive. User accounts that match all your search criteria will be returned in the results.

  • Last Name — partial (starts with) or complete last name of the user.
  • First Name — partial (starts with) or complete first name of the user.
  • Username — partial (starts with) username that the person uses to sign in to the application.
  • Facility — partial (starts with) or complete name of facility the user is associated with.
  • Role — job function of the user:
  • All — includes all roles in the search.
  • Mobile — users who have access to the features used to conduct a review.
  • Mobile Site Manager — users who have access to the features used to conduct a review and can manage accounts for other users.
  • Status — status of the user account:
  • Enabled — users whose accounts are active.
  • Disabled — users whose accounts are inactive. If a user does not sign in for 120 days, their account automatically becomes inactive.
  • TempLocked — users whose accounts are temporarily locked. Accounts may be locked because the user exceeded the number of sign in attempts allowed. The account will lock after 5 failed sign in attempts.

  • Select SEARCH.

    The Results count indicates the number of user accounts found in the search.

  • View the search results:
  • Last Name — last name of the user.
  • First Name — first name of the user.
  • Username — username that the person uses to sign in to the application. If a One Healthcare ID icon appears in the Username field, it indicates that the user has a One Healthcare ID linked account.
  • Role — job function of the user. Roles include:
  • Mobile — users who have access to the features used to conduct a review.
  • Mobile Site Manager — users who have access to the features used to conduct a review and can manage accounts for other users. Note that to view another user's account, a Site Manager must have access to at least one facility to which that user has access. To edit another user's account, a Site Manager must have access to all the facilities to which that user has access.
  • Last Login — date on which the user last signed in to the application.
  • Facility Access — View button that enables you to view the facilities with which the user is associated. The counter indicates the total number of facilities the user is associated with. See Viewing Facility Access for more information.
  • Status— indicates whether the account is enabled or disabled. If your access allows, you can change the status in the Action column.
  • Locked Until— indicates the date and time on which the account can be enabled. After the date/time listed is reached, the account is automatically enabled. An admin user can also enable the account manually before the date/time is reached.
  • Action— indicates the action you can perform on the account. The actions depend on your role and facility access:
  • View — you can view the details of the account, but you can't edit it. See Viewing and editing user accounts for more information.
  • Edit — you can view and edit the details of the account. See Viewing and editing user accounts for more information.
  • Enable/Disable — you can enable or disable the account. See Enabling/disabling an account for more information.
  • If there are multiple pages of results, use the navigation controls to view the additional pages.