The List Users tool allows the Administrator to easily access many features on one screen. It helps Administrators manage Subscribers by giving them an overview of all the subscribers affiliated to all organizations the administrator has access to. The List Users tool allows the Administrator to view all subscribers who have a Subscriber ID, and the subscriber’s current status and last login information. Once you log into your Administrator account, you will see a dashboard of features at the top of the screen. Those features are:
Reset Password – This option will send out an email to the subscriber with a temporary password and a link to set up a permanent password. The email comes from email@example.com so be sure to check the junk folder and spam filter or have the subscriber add this email address to their Safe Senders list.
Edit User – This option allows you to edit user profile information, including updating a user email address.
Add/Remove Roles – These options are separate buttons. An example of adding a role is when giving access to ProviderSource for a Licensed Practitioner or Credentialing Manager. There are other roles for specific access that are available as well. When removing roles, be sure to click on the line that shows the role you want to remove.
Promote/Demote User – This option is for promoting a subscriber to Administrator or demoting and Administrator to subscriber status.
Deactivate Users – This option should be used when a subscriber leaves the organization and/or no longer needs access to OneHealthPort.. Don’t use this option if the subscriber account is affiliated with another organization.
Remove Affiliation – This option should be used if the user is affiliated with more than one organization, you can remove their affiliation to your organization with out completely deactivating their account. They will still be able to access the other organizations they have access to.
Resend Activation – This option allows the Administrator to resend the activation code to the user that has not yet activated their subscriber account. This is helpful if the subscriber account was set up some time ago and never activated, or if the user didn’t see the original activation code email.
User Transactions – View a list of user transactions over several periods of time.
User Details – A quick view of user profile information.
One option that is not available in the List Users tool is the option to affiliate a subscriber account to the organization. This is because that subscriber is not yet affiliated with the organization so they won’t show on the list. To add a subscriber ID to your organization that already has an OneHealthPort subscriber ID, click on “Affiliate Subscriber” on the OHP Administration menu.