Peri HepB 1.17.11 User Guide

Users

Administrator users can view, edit, and add users.

To access the User List page and view user information, select the Sys Admin > Users menu link.

Add a New User

To add a new user, scroll down to the bottom of the User List page and click the + Add New User button. The User Add page opens. Enter the information and click the Save Page icon ( Save Page icon ). The available fields and options on this page are as follows:

Field/Option	Description
Username *	Enter a unique username. This field is required.
Password *	Enter the user's password. This field is required.
First Name *	Enter the user's first name. This field is required.
Last Name *	Enter the user's last name. This field is required.
Middle Name	Enter the user's middle name.
Title	Enter the user's job title.
Organization	Enter the name of the user's organization.
Phone Number	Enter the user's phone number.
Fax Number	Enter the user's fax number.
Address	Enter the user's street address. Multiple lines can be used.
City	Enter the first few characters of the user's city and then select the name from the drop-down list.
State	Enter the first few characters of the user's state and then select the name from the drop-down list.
County / Parish / Borough	Enter the first few characters of the user's county, parish or borough and then select the name from the drop-down list. This field is required, if the user's access level is Investigator and the Assign Investigator to All county option is not selected.
Assign Investigator to All county	Select this option if the user access level is Investigator and the user is assigned to all counties. The user access level must be set to Investigator before this option becomes available. This option is not available if the user access level is Administrator.
Zip Code	Enter the user's 5-digit zip code.
Access Level *	Select the user's access level from the drop-down list (Administrator, Investigator). This field is required.
Primary County Contact	If this user is the primary county contact, select this option.
Inactive	To inactivate this user, select this option. The user is no longer able to access the application.

Edit a User

To edit a user, first click the Sys Admin > Users menu link, which opens the User List page. Locate the user in the list and click on the row. The User Details page opens with the user's information displayed. Click the Edit icon () to edit the information, then click the Save Page icon () to save the changes. To return to the list of users, click the Return to the Previous Page icon ( Return to the Previous Page icon ). To delete a user, first click the Delete User button, then assign a new case worker to the cases that are associated with the user, and click the Delete Case Worker button. To cancel the deletion of the user, click the Cancel icon ().

The available fields and options on this page are the same as those listed above, in the Add a New User section.