Manage Users (Independent Partners)

Independent state users with the SMaRT AFIX Manage Users Page role can access the Manage Users page to enable/disable users, assign state/provider roles, and reset passwords.

Note that changes to a user's first name, last name, or email address must occur in the source system or within Keycloak. New users created in the source system do not have access until the next day.

The overall user roles in SMaRT AFIX - and the corresponding Keycloak roles, if applicable - for independent states are as follows:

User Role	Description
Admin User	User has direct access to Keycloak (for example, an IT/deployment manager for the state). (See Assign the Management User Role in Keycloak.)
Management User	User has access to the Manage Users page in SMaRT AFIX, where they can enable/disable (activate/inactivate) users, assign state/provider roles, and reset passwords. (See Assign the Management User Role in Keycloak.) (Keycloak role: ManageUsers.)
AFIX User/State User	User has access to the SMaRT AFIX application and to Master Rate Comparison. User can run reports and patient lists for all providers, as well as generate exports for the CDC AFIX online tool. (Keycloak role: State.)
Provider/Organization User	User has access to the SMaRT AFIX application and can run reports for all providers associated with their assigned organization. (Keycloak role: Provider_Org.)
Provider User (Facility)	User has access to the SMaRT AFIX application and can run reports for their assigned provider (organization/facility). (Keycloak role: Provider.)
SMaRT AFIX Manage Users Page	User has access to the Manage Users page (to enable access for other users) and to the Provider Groups pages in SMaRT AFIX (to create/edit provider groups. See below and Manage Provider Groups).
SMaRT AFIX Provider groups Content (data) Security	User has access to the SMaRT AFIX application and to Master Rate Comparison. User can run reports and patient lists, and generate exports for the CDC AFIX online tool, for the facilities and organizations within the Provider Group to which the user is assigned.

Manage Users in SMaRT AFIX

The Manage Users page is only available to independent state users with the SMaRT AFIX Access Manage Users and SMaRT AFIX Manage Users Page roles. See Assign the Management User Role in Keycloak for more information on how to assign these roles to users. Note that users who access this page cannot edit the details for themselves or for other users with the Manage Users role; changes to users with this role must be made in Keycloak.

To open the Manage Users page, click on the user image icon located on the far right side of the header bar, then click on the Manage Users link. The Manage Users page opens.

On the Manage Users page, search for a specific user by entering a few characters of the user's first name, last name, username, or email address, and then click Search. The search results section displays the following fields and options:

Field/Option	Description
Username	The username for the specified user.
First Name	The user's first name.
Last Name	The user's last name.
Email	The user's email address.
Enabled	Toggle the switch to activate (enable) a user. A user is active when the toggle switch is on the right side and blue in color (). This switch controls a user's ability to access SMaRT AFIX - (enabled allows access; disabled revokes access).
Password Reset	To reset a password, click the Send Email button. An email is sent to the user's listed email address with information on how to reset their SMaRT AFIX password. Users can also reset their password by clicking Forgot Password? link on the login page. Note that a valid email address must be in the user's IIS record for the email to be sent successfully.

Assign the Management User Role in Keycloak

Users with the Admin User role (for independent states) can assign the Management User role to one or more users from within Keycloak by following these steps:

The following table may be helpful in deciding which Keycloak roles to assign to users in Independent implementations:

I am a:	I want to:	I need the following Keycloak roles:
State User / AFIX Level User (for an Independent partner)	View Master Rate Comparison Report View coverage rate reports for all facilities View patient lists for all facilities Grant users access to SMaRT AFIX Create/edit provider groups by accessing the Provider Groups page	Access AFIX State Level Permissions Access Manage Users Page
State User / AFIX Level User (for an Independent partner)	View Master Rate Comparison Report View coverage rate reports for any facility View patient lists for any facility	Access AFIX State Level Permissions
AFIX Assessor with Limited Facility Access (for an Independent partner)	View Master Rate Comparison reports for all providers View coverage rate reports for selected assigned facilities (provider groups) View patient lists for selected assigned facilities (provider groups)	Access AFIX Provider Level Permissions Provider (Org and Fac) Groups Content (data) Security
Provider / Facility / Organization Level User (for an Independent partner)	View coverage rate reports for my own organization / facilities View patient lists for my own organization / facilities	Access AFIX Provider Level Permissions Organization Provider Content (data) Security