Edit User

 Purpose

The Edit User screens are used to locate a user, then add, delete, or edit that users information.

 Edit User - Search

Within Edit User, an authorized user will have the ability to find a user in an application, an organization type, and/or organization to which he/she has authority.  

This function can also be used to view users.

  1. View a list of users in an application, an organization type, and/or organization to which the Administrator has authority.

  2. View a list of all users to which the Administrator has authority.

  3. Filter the list to show users by Active, Disabled, and/or Terminated Status.

  4. Switch from one authorized application, an organization type, and/or organization to another to view a different list.

  5. Select a particular user from the list by the Last Name hyperlink to display detailed information.

Field Name

Description

Application

If an administrator has access to only one application, the application name will appear in a text box.  If an administrator has access to more than one application, the applications will appear in a pick list.  Choosing an application from the list, will cause the organization list to refresh to only display organizations for that application.

Organization

If an administrator has access to only one organization, the organization name will appear in a text box.  If an administrator has access to more than one organization, the organizations will appear in a pick list.

Organization Type

If an administrator has access to more than one application, the organization types will appear in a pick list.  Choosing an organization type from the list, will cause the organization list to refresh to only display organizations for that Organization Type.

Status

Allows the administrator to filter the results on any combination of the listed statuses: Active, Disabled, and Terminated

Last Name

To find a particular user last name must contain at least one character.  Alphanumeric and special characters are allowed as search values.

First Name

To find a particular user first name must contain at least one character.  Alphanumeric and special characters are allowed as search values.

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 Edit User - Search Functionality

Command Button

Description

btnFind.gif

A list of the matched users will be displayed when the Find button is clicked.

btnRefresh.gif

Refreshes the search results list when the Refresh button is clicked.

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 Edit User

Within Edit User, an authorized user will have the ability to maintain a user in an application and organization(s) to which he/she has authority.  Administrators also can maintain users who had past access to their application(s)/organization(s).

Field Name

Description

User First Name

Required.  Free-text field with no default value.  Minimum length is 1; maximum length is 50.

User Last Name

Required.  Free-text field with no default value.  Minimum length is 1; maximum length is 50.

User Middle Initial

Length is 1; any character allowed.

Username

Required.  Free-text field with no default value.  Maximum length is 30.

Password

Required.  Free-text field with no default value.  Maximum length is 50.

Status

Select a radio button of the status of the user being edited.

Street Address

Maximum length is 55; any character allowed.

Other Address

Maximum length is 55; any character allowed.

P.O. Box

Maximum length is 55; any character allowed.

City

Maximum length is 52; any character allowed.

State

Default of OR.

Zip

From 1 to 5 digits, then from 1 to 4 digits.

Email

Minimum length is 1; maximum length is 100.

Phone Number

Area Code: 3 digits.  Prefix: 3 digits.  Suffix: 4 digits.

Extension

Up to 7 digits

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 Edit User Functionality

Command Button

Description

btnSave.gif

Clicking on save will validate the information entered on the screen.  A message will appear at the top indicating the status, such as if the user was saved or if there are missing required fields.

btnCancel.gif

Clicking on cancel will discard any changes made on the screen.  A confirmation message box will appear asking if you wish to save your changes.  Pressing OK on the message box will save the changes unless there are missing fields required; Cancel will take you to the Edit User Search page.

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Modify a User's Status

  1. Find the user

  2. Click on the last name link for the user

  3. Choose a status:

    1. Active

    2. Disabled

    3. Terminated

  4. Click the Save button

Change a User's Password

  1. Find the user

  2. Click on the last name link for the user

  3. Enter new password in the New Password text box

  4. Enter same new password in the Confirm New Password text box

  5. Click the Save button

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 Modify Access

Within Modify Access, an authorized user will have the ability to add or remove a user's access to applications and/or organizations to which the authorized user has privileges.  Removing user access to a particular application/organization combination will log off a user who is currently using the application/organization, and will prevent the user from logging into that particular application and organization by removing the link from his/her list of available application/organizations.  A removed user will appear separately on a list of views as "terminated" for that application/organization.

Field Name

Description

Application

If an administrator has access to only one application, the application name will appear in a text box.  If an administrator has access to more than one application, the applications will appear in a pick list.  Choosing an application from the list, will cause the organization list to refresh to only display organizations for that application.

Organization

If an administrator has access to only one organization, the organization name will appear in a text box.  If an administrator has access to more than one organization, the organizations will appear in a pick list.

Organization Type

If an administrator has access to more than one application, the organization types will appear in a pick list.  Choosing an organization type from the list, will cause the organization list to refresh to only display organizations for that Organization Type.

Role

A drop-down list containing all of the available roles the administrator can add for a user.

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 Modify Access Functionality

Command Button

Description

btnAdd.gif

After selecting an application, and/or organization type, organization, and a role, clicking Add will add it to the current list of organizations and application.  Changes will not be recorded until Save is clicked.

btnSelect.gif

Clicking the Select button will allow an administrator to change the selected role and status for the user's  application/organization.

btnSave.gif

Clicking the Save button will record the changes to the user's applications/organization/roles to the database.

btnCancel.gif

Clicking the Cancel button will discard any changes that have not been saved and return to the Edit User Search screen.

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Add Access to Applications and Organizations to a User

  1. Select an application.  If you have access to only one application, then it will be chosen for you.

  2. Select an organization.  If you have access to only one organization, then it will be chosen for you.

  3. Select a role.

  4. Click the Add button.

  5. Click the Save button when finished with adding all application/organization/roles for this user.

Change Access to Applications and Organizations for a User

  1. Select the application/organization/role(s) you want to remove by clicking the radio button.

  2. Click the Select button.  The screen will now display the application/organization/role and status above the list.

  3. Choose a new role and/or status

  4. Click the Update button.

  5. Click the Save button.

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