Assigning Roles and Passwords to Users

Click the Users tab to assign users to the roles that you created. You can assign as many roles as needed to users. All users are initially assigned to a default administrator role, which allows them access to all products, modules, and tasks in all locations, until you modify their role assignments.

If your practice requires minimal security, assign all users to Administration Role. The Administration Role requires users to log in with a username and password and allows them to access all areas of the software.

To assign roles to users, perform the following steps:

  1. From the OfficeMate Administration main window, click Setup, and select Security.

    OR

    From the ExamWRITER Administration main window, click Activities, and select Security.

  2. Click the User tab.
  3. Select a user on the left side of the window; or, search for a specific user by typing all or part his or her name in the Find User text box. To find an inactive user, select the Include Inactive check box.
  4. If a password does not exist for the user that you selected, type a password for the user in the Password and Confirm text boxes. The password must contain at least four characters.
  5. Double-click the roles in the Available Roles box to move them to the Assigned Roles box and assign them to the user that you selected. You can also select the roles in the Available Roles box (press the Ctrl key to select multiple roles) and click the arrow button to move them to the Assigned Roles box and assign them to the user that you selected. If you assign multiple, overlapping roles to a user, the role with the highest level access will override the roles with lower levels of access. For example, if you assign one role to a user that allows him or her to print the schedule and one role that does not allow him or her to print the schedule, the user will be able to print the schedule.
  6. Select the Allow Emergency Access check box to allow a user who does not normally have access to OfficeMate/ExamWRITER to open patient exams in read-only mode in emergency situations.
    Emergency accesses are recorded in the Audit Log. for more information about the Audit Log, go to Auditing Activities.
  7. Click Save.
  8. Repeat steps 3–7 to assign all of your users roles.