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Manage Users

Rahul Mishra
Updated

The Manager Users in Audit Manager+ allows administrators to efficiently create, update, and manage user accounts. This capability enables them to assign roles, set access permissions, and manage user details to ensure secure and efficient operations.

This article provides step-by-step instructions on:

Add User

Follow the steps below to add new user details: 

  • Navigate to Admin.
  • Select the Manage Users menu.
  • To add a new user, click on the Add. An Add User window will be displayed to fill in user information.
  • Fill in the user's demographic details, such as name, job title, and email, in the designated fields.
    • The email address has a critical role in system security. An active, accessible-to-the-user address is required. Welcome emails and password resets will be sent to this email address. 

  • Choose one of the following User Access Levels:

    • Super User: Has full account access, including the ability to create user accounts and reset passwords.
    • Admin User: Has full account access but cannot create or manage user accounts or reset passwords.
    • Audit User: Granted access to assigned audits (with reassignment capabilities), reporting (optional), and education tabs (if purchased).
    • Auditor Expanded: Can create personal audits and add claims to audits (via blank forms, bulk import, or Claims Connect) but cannot reopen audits.
    • Education: Provides access to the education tab only and does not count toward user licenses.

         Note: Selecting Education for a user will not affect the total license count.

  • Select the desired user type from the Include User in Pick list dropdown. This option adds the user to the list of available auditors or QA reviewers for auditing work assignments.
  • If there is any additional information your organization wants to record for the user, add it to the Note field.
  • Enter the desired field level and the new DSK field details in the appropriate fields. You can also include the Custom Field, if needed.
  • Enable the QA Acceptance Alert to select the type of QA for the user. Refer to the article QA Alert Flag and follow the instructions.
  • Enable the Active User to grant system access. When the user is set to active, they will be using one of the licenses for your organization. When the user is no longer with the organization or not accessing Audit Manager, turn off the Active User toggle.
  • Enable Access to Reports to allow the user to view and generate reports within the system.
  • Enable Activate IP Restriction to limit system access to specific IP addresses for added security.

Note: Activating the IP Restriction feature enhances the security of your system by limiting access to specific, pre-approved IP addresses. This ensures that only users connecting from trusted networks can access the system.

  • By enabling this feature, you can define a list of allowed IP addresses. Users attempting to log in from any IP address not on the list will be denied access.
  • This is particularly useful for organizations that want to restrict access to employees within a secure office network or from trusted VPN connections.
  • Click Save to store the new user information. The added user will then appear in the Manage Users list.
  • On the Manage Users screen, you can also access the following functionalities:
    • The Show/Hide option in the Action menu allows you to remove columns from the list portion of the grid.
    • Users can filter user details by name, access level, email, phone number, or license type.
    • Export allows downloading the Excel file with a list of users' details.
    • The Reset Password option allows you to update a user's password. Follow these steps to proceed:
      • Select the desired user whose password needs to be reset.
      • Enter the current password, the new password, and the confirmation of the new password in the appropriate fields.
      • Click Submit to save the password details.

Edit User

Follow the steps below to edit existing user details:

  • Navigate to Admin.
  • Select the Manage Users menu.
  • Use the search bar to find the user by name.
  • Click on the user’s name or use the pencil icon to open their details.
  • Update the necessary fields, such as name, email, role, permissions, or other details.
  • Click Save to apply the changes.

Bulk Upload of Users

Follow the steps below to bulk upload the users:

  • To add multiple users, use the Bulk Upload by following these steps:
    • Click on the Bulk Upload. The User Bulk Upload window will be displayed.
    • Click Download Template to access a preformatted .csv file that allows you to add multiple users in the correct format and structure.

Note: Do not edit the column titles or add or remove columns.  The file will not upload if any changes are made.

  • Enter all desired users' details into the downloaded file.
  • Save the file in.csv format on your local device.

  • Click in the Upload file area, then browse and select the saved file.

© Healthicity, LLC

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