Adding a user

When your User ID is created, the administrator that creates it assigns you to a certain level in the hierarchy. This is defined as your "anchor point". If you are granted "at and below" access, you can access all levels in the hierarchy at and below your anchor point. If you are granted access to a sub-set of levels below your anchor point, you can access only those levels.

When you create an administrator (user), you have the option to add a new user at or below your anchor point if you have "at and below" access. If you have access to a subset of levels below your anchor point, you have the option to clone a new user at your anchor point and grant them access to the same or a subset of levels. The user you clone will have the same anchor point as you.

You also have the option to "drill down" to a lower level to which you have access and add a new user at that level. The user will then have their anchor point at that lower level.

Adding a new administrative user to My Care Card involves entering basic information for the user, establishing a user ID and password, and selecting a security profile for the user. The following procedure explains how to complete this process.

To add a new user to My Care Card:

1.     From the menu, click Administration > Maintain Users. The Search for User page is displayed.

2.     Click Add New User (or Clone My User). The Add New User page is displayed. The new user's hierarchy assignment displays at the top of the page. You can only create users for the same TPA level of their hierarchy to which you belong.

3.     In the User ID field, enter a unique identifier for the new user. The User ID must have the following characteristics:

§        Must have at least eight and no more than 100 characters

§        Must contain at least one alphabetic character (A-Z or a-z)

§        Cannot contain any spaces

§        Cannot contain any of the following characters: ! @ $ ^ ( ) - _ = + { } | ; : , . ?

4.     In the First Name and Last Name fields, type the user's name. The First Name and Last Name fields only accept capital and lower case letters, hyphens, and apostrophes. All other characters are invalid. My Care Card does not save the user record if you enter an invalid character in these fields.

5.     In the Email Address field, enter the email address to which My Care Card sends notifications such as password resets. My Care Card checks to make sure the email address conforms to the valid email address format.

6.     From the Security Profile Group list, select the profile that you want to assign to the new user. The Security Profile determines which functions in My Care Card the user can access.

7.     Click Save. My Care Card creates the new user and uses the email address specified in step 5 to send the new user an email containing his or her temporary password. When the new user logs on for the first time, he must choose a new password. You have the option to specify a subset of hierarchy levels accessible to the new user using the procedure below.

To modify an administrative user's access:

1.     Click Modify Assigned Hierarchy. Your available hierarchy levels display on the Assign Hierarchy Levels to User page. All levels are selected by default.

2.      Select the level or levels to assign to the user. You can navigate or filter the list using one or more of the following procedures:

§        Expand the levels using the expand control ().

§        Use the page control () to navigate through the pages or use the Page size control to maximize the number of levels displayed.

§        Use the filter control (). Type the partial or full information in the field and click the yellow filter symbol. The list is filtered by this criteria.

3.     Select the level or levels to be assigned to the user and click Save. The selected hierarchy levels are assigned to the new user. Click View All Selected Items to display a list of selected levels.