Overview

There are two tabs on the User: [name] page:

The User: [name] / General Information tab collects information for a new user account.

You must have at least one user account that is an administrator. This user account has full rights to all Connect applications without restriction. Use caution when granting this privilege.

Connect Back Office comes with a default system administrator. If you change the Administrator option on this user account to No before creating a system administrator for your Connect platform, no one will be able to access Connect applications.

Create an Administrator user account for performing administrative functions in the Connect platform. This user will be responsible for creating roles and user accounts and all other administrative functions, such as configuring the elements for your Connect platform.

How to Get Here?

 To open the User: New / General Information tab:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Users from the Security list.
  2. Click Create
  1. Open the Security menu and select Users.
  2. Click Create.
  • From the Users page, press [Alt] + [C].


To open the User: [name] / General Information tab:

From the Home Page:
From the Menus:
Via Shortcut Keys: 
  1. Click Users from the Security list.
  2. Select a user to modify.
  3. Click Update.

*Alternate Navigation: Double-click the user from the list of user accounts.

  1. Open the Security menu and select Users.
  2. Select a user to modify.
  3. Click Update.

*Alternate Navigation: Double-click the user from the list of user accounts

  1. From the Users page, select a user to modify.
  2. Press [Alt] + [U].

 

(Click an image below to enlarge.)

User: New / General Information Tab


User: [name] / General Information Tab


Field Definitions

Field

Type

Required 

Description

General Information Section

Records the name and contact information of the user, including the electronic e-mail address. Use this area to set the status of the user as active or inactive and indicate if the user is an administrator.
Name 

Free Text

Yes

The Last, First, and Middle names of the user.

The following can also be entered, if applicable:

  • A Suffix, for example, Sr., Jr., or III
  • A Title, for example, MD or CRNA
Phone Number

Free Text

(Numeric)

NoThe 10-digit telephone number and extension, if applicable, of the user.
EmailFree TextNoThe email address of the user.
Disable AccountCheckboxNo

Determines whether the user account is active or inactive. When the user account is inactive, the user cannot log into any Connect application. By default, this option is not checked and is active.

Do not deactivate a user account if a user has active collection tasks or transactions not yet posted. Reassign the collection tasks and post transactions before selecting the Disable Account checkbox.

AdministratorCheckboxNo

Determines whether the user has administrator access. By default, this option is not selected.

Options include:

Selected

The user has administrator access to all Connect applications and all functions within the applications. The administrator can perform all functions without restriction. Administrator is the highest level of authority for a user account.

Back Office comes with a default Administrator user. It is not recommended that you rely on this user for your system administrative functions. Create an Administrator user account for your Connect platform and use that account for performing system administrative functions.

When this option is selected, the practice affiliations and role assignments options are hidden. You do not need to affiliate practices or assign roles for this user.

Not SelectedThe user is not an administrator and can only perform the functions of the roles assigned to the user. When this option is selected, you must specify the practice affiliations and role assignments for the user.
Login Setup Section

Records the system identification the user will use to log into a Connect application.
Username 

Free Text

Yes The name the user inputs to log into the Connect application. The username cannot be the same as the password and cannot contain spaces. The username is not case sensitive.
ProviderDrop DownNoThis option is specific to the BASCONNECT® iPhone App and maps the user account to the provider. If you are using the BASCONNECT iPhone App to view appointment and record comment and notes on appointments, you must select the applicable physician. Typically, the physician is the same as the user. To map a physician to this user, select the physician from the list. If the physician is not mapped, this user cannot log onto the BASCONNECT iPhone App.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Reset Password [Alt] + [R]Create a new password for the user account.Resetting Passwords


 

Related Topics

Users

Users Page

User: [name] / Audit Tab

Creating Users

Updating Users

Deleting Users

Resetting Password



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