SMaRT AFIX AFIX User/AFIX Coordinator User Guide (v. July 2018)

Manage Users (IWeb)

For users that use the IWeb application (for example, non-independent partner users), user administration is handled through IWeb.

Add a New User

Follow these steps to add a new user within IWeb:

Open the IWeb application and log in using the Main > Login menu link and an administrator-level username and password. The Select Organization (IRMS) page opens in IWeb.
Click the Administration menu link. The Administration Main Menu page opens.
On the Administration Main Menu page, scroll down to the User Management section and click Search / Add User. The Web User Search page opens.
Enter the username for the new user you wish to add in the User Name field and click Search. This is to verify that the username does not already exist in the system.
If the username appears in the Search Results list, choose a new username and repeat step 4 above. Otherwise, if the username does not appear in the Search Results list (and the message continues to display Showing 0 to 0 of 0 entries), click the Add button to add the new username. The Web User Maintenance [Add] page opens with the new username pre-populated in the User Name field.

Enter information into at least the following fields:

Enter a new password twice and select Expire Now to force the user to change their password when they first log in.
Enter the user's First Name
Enter the user's Last Name
Enter the user's Access Level (example: Registry Client)
Depending on the Access Level selected, select the Organization (IRMS) from the drop-down list. This is optional for some access levels and require for others.
Depending on the Access Level selected, select the Facility from the drop-down list. This is optional for some access levels and required for others, but the Organization must be selected first in order to populate the Facility drop-down list.

Enter the user's email address. This allows the user to use the reset password feature on the login page (if enabled); otherwise, the user must contact and administrator or support staff to reset their password.

For Keycloak Users: If the email address entered is already associated with another user, or if no email address is entered, a non-operative email address (for example, new_user@null.stchome.com) is automatically generated and stored in Keycloak because Keycloak prohibits duplicate or empty email addresses. If this happens, the user is not able to use the reset password feature on the login page (if enabled).

Select the appropriate permissions for the new user.

For Keycloak users, enter the Keycloak role(s). Note that in addition to the SMaRT AFIX roles, it is recommended that users additionally be given the Access IWeb role to allow the user the ability to change their password, if necessary. The following lists the user roles and descriptions:

User Role	Description
Access AFIX	Can be given to SMaRT AFIX State users, Organization users, and/or Facility users.
State Level Permissions	Users with this role can access the SMaRT AFIX application, generate the Master Rate Comparison report, run coverage reports, and export assessment results for uploading to the CDC AFIX Online Tool for all providers.
Access Manage Users Page	The addition of this role to the State Level Permissions role in IWeb implementations allows the user to create/edit provider groups.
Provider Level Permissions	Users with this role have access to the SMaRT AFIX application and can run reports for all providers associated with their assigned facility or organization.
Provider (Org and Fac) Groups Content (data) Security	The addition of this role to Provider Level Permissions allows users to access the SMaRT AFIX application and generate the Master Rate Comparison report for all providers. Users with this role can also run coverage reports and export assessment results for uploading to the CDC AFIX Online Tool only for the providers within their assigned provider group.

I am a:	I want to:	I need the following IWeb access roles:	I need the following Keycloak roles:
State User / AFIX Level User (in an IWeb state)	View Master Rate Comparison Report View coverage rate reports for any facility View patient lists for any facility Generate an export for the CDC AFIX Online tool for any facility.	Registry Client	Access AFIX State Level Permissions
State User / AFIX Level User (in an IWeb state)	View Master Rate Comparison Report View coverage rate reports for all facilities View patient lists for all facilities Generate an export for the CDC AFIX Online tool Create/edit provider groups by accessing the Provider Groups page	Registry Client	Access AFIX State Level Permissions Access Manage Users Page SMaRT AFIX Provider Groups Content (data) Security
AFIX Assessor with Limited Facility Access (in an IWeb state)	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) Generate an export for the CDC AFIX Online tool for selected assigned facilities (provider groups)	Organization Client or Facility Client	Access AFIX Provider Level Permissions Provider (Org and Fac) Groups Content (data) Security
Provider / Facility / Organization Level User (in an IWeb state)	View coverage rate reports for my own organization / facilities View patient lists for my own organization / facilities	Organization Client or Facility Client	Access AFIX Provider Level Permissions Organization Provider Content (data) Security

Click Save. If the new user was correctly entered, the message IWeb user record added successfully displays at the top of the page and the new user's account details display on the page.
From the left navigation menu, click Main > Logout to log out of IWeb.

Update a User

To update a user's information - for example, to reset their password, correct their name, access level or email address, or to modify their permissions or Keycloak role(s) - follow the steps below.

Open the IWeb application and log in using the Main > Login menu link and an administrator-level username and password. The Select Organization (IRMS) page opens in IWeb.
Click the Administration menu link. The Administration Main Menu page opens.
On the Administration Main Menu page, scroll down to the User Management section and click Search / Add User. The Web User Search page opens.
Enter the username for the new user you wish to update in the User Name field and click Search. The users that match the search criteria appear in the Search Results list below the search parameters section on the page.
Locate the user in the Search Results list and click it (anywhere on the row). The Web User Maintenance [Detail] page opens.
Click the Update button. The Web User Maintenance [Update] page opens with the user's details pre-populated.
Update the information as needed and click Update. The message IWeb user record updated successfully displays at the top of the page.
To logout of IWeb, click Main > Logout on the left navigation menu.