Add a New User

1 In the information bar, click Admin > User Maintenance.

Note: The User Maintenance menu item appears only if an administrator enabled this feature for you.

2 In the Group ID list, click the group to which you want to add the new user.

The Group ID list displays the group description followed by the group ID in parentheses.

3 In the Users list, click the user that you would like to copy in order to create the new user.

The Users list displays each user’s full name followed by that person’s user name in parentheses. As soon as you click a user in the list, the page displays information about that user, including the person’s full name, email address, telephone number, any account expiration date, the user’s status (active or inactive), and a list of the labs and clients that this user can access.

All of the attributes of the selected user will be copied to the new user, including the labs and clients that the user can access, the actions that the user can perform, and so forth. In addition, if the selected user can retrieve patients via a bridge, the new user will be able to do so also. However, if you select an inactive user, the new user will be active rather than inactive by default.

If you copy yourself or another delegated administrator, the new user will not be a delegated administrator. That feature can be enabled only by an administrator.

4 Click Copy.

Note: If you changed any information for the selected user, an Update and Copy button appears rather than a Copy button as soon as you move to a different field. Clicking Update and Copy both saves the changes that you made to the selected user and displays the Copy User dialog box, with a confirmation message that the selected user was updated.

5 In the User ID box, type the user name that the person will type when logging in to eLabs, and then press Tab.

Note: If the specified user name already exists, a message appears at the top of the dialog box when you press Tab. Type a different user name and try again.

6 If you do not want to use the displayed password, click Generate New Password.

A new password appears in the Password box.

You can use only these automatically generated passwords; you cannot specify your own.

Tip: You can copy the text in the Password box if you would like to email this password to the user.

7 In the Full Name box, type the person’s complete name (LastName, FirstName).

8 In the Email Address box, type the person’s email address, if applicable.

9 In the Phone Number box, type the person’s telephone number, if applicable.

For international telephone numbers, type 011 followed by any number of digits.

For US telephone numbers, type the complete telephone number (including the area code). You can use any format, but it will be converted to hyphens. For example, if you type (513) 555.5555, it will be converted to 513-555-5555. You can optionally include an X followed by up to four digits to indicate an extension; this will be appended to the end of the telephone number (such as 513-555-5555X1234).

10 In the User Groups area, click the All option button to add this user to all of the groups that you manage, or click the option button for the currently selected group to add the user to only that group.

11 Click File.

A confirmation message appears at the top of the dialog box, including the person’s user name and password. The person must use the displayed password when logging in to eLabs for the first time. At that point, the person will be prompted to change the password, as well as select and respond to two challenge questions.

Note: The new user will not appear in the Users list until you refresh the page by clicking Admin > User Maintenance again.