ARUP Connect™ Account Administration
Contents
1. ARUP Connect Account Administration Administrator Manual October 2015 ARUP Connect Account Administration 16 Change PassWord terete Change Security Questions 5 24 Table of Contents Account Administration Introduction N ENKEN User Types Administrator Sub Administrator Client User Administrators and Sub Administrators Profile Information Permissions User Management ee Access User Management Find an Existing User Edit a User Account Lock a User Account Reset a User 8455 0161 Delete a User Account View a User Log Create a New User Account To set up an account for a NCW User 2 Email Requests Assign New Administrator pp Email Preferences ns To receive email notifications te Quick Reference for Administrators 7 ARUP Connect Administrator User s Manual Copyright 2003 ARUP Laboratories 500 Chipeta Way Salt Lake City Utah 84108 October 2015 Ver 7 5 ALL RIGHTS RESERVED ARUP Connect Account Administration Account Administration introduction The Account Administration functionality is used by client administrators and sub administrators to manage access and services for individual users in the chent organization When logged in to ARUP Connect administrators and sub administrators see the following options under Account Administration e My Account Edit your own account settings e User2. select the type of user desired A regular User is specified by default Click Sub Administrator if you wish to give administrative duties and permissions to this user A Sub Administrator can set up other users but cannot set up other Administrators or Sub Administrators A regular user has limited administrative permissions for their own account only Click Remove from this Client to remove permissions under this client ID Edit Account Example Profile Permissions Permissions 11236 SOA only David Stuart Assign Client 11236 as a NIF User Sub Administrator Remove from this Client 17 ARUP Connect Account Administration When you are finished click Save The Permission Settings display Hover over the icon for a brief description of a service Click the On radio button for each service you wish to make available to this user under this client ID Services you turn on will appear as menu options when the user logs on to ARUP Connect Click the Off radio button to turn off services Some services also require you to select a report format such as PDF XLS etc or additional settings related to the service Where these are noted you must select at least one format before you will be able to save the user information Permission Settings ARUP Announcements Business Reports 9 Client Test Order Summary Critical Call Log Report W Custom Hot Line Index Exception Handling Report Si Quality As
3. None 11236 SQA only David Stuart NIF 1123 Stuart NIF The Select User To Assign As New Administrator section appears 2 From the New Administrator drop down select the name of the user to be the new administrator You can type the first characters of the user s name to scroll quickly to that name and select it in the list Assign New Administrator 1 Select Client s 2 Select User To Assign As New Administrator el 11236 SQA only David Stuart NIE 1123 Stuart NIF David11 David11 David11 Example User Example User Example Example Account Testi 1Example 21 ARUP Connect Account Administration The Select Your New Role section appears 3 From the Change My Role To drop down select your own new authorization level for the selected client ID s Sub Administrator or User for the Seleted Client ID s Assign New Administrator 1 Select Client s 2 Select User To Assign As New Administrator NewAdministrator Example User Example User Example 11236 SQA only David Stuart NIF J 1123 Stuart NIF 3 Select Your New Role Change My Role To SubAdministrator 4 Click Sumit Changes A warning message displays the updates for the selected client ID s if you proceed Click Yes to complete the assignment Or click No Cancel if you do not wish to complete the assignment Would you like to proceed with the following changes New Assigned
4. Permissions 11236 SQA only David Stuart NIF ARUP Connect Account Administration Private Options Some of the services available to ARUP clients are labeled Private These services are only available to certain clients under applicable circumstances For example the ARUP Gateway private service is available to clients who take advantage of this customizable online laboratory test directory through ARUP If you have been granted access to a private service it is not automatically selected You will need to click the check box if you want this service to appear in your Connect menus e As with other options some private services will also require you to select a document type such as PDF XLS etc e Inthe case of the ARUP Gateway service select just one check box Select Admin for any individual who is to have administrative responsibilities in Gateway For non administrators in Gateway select View Private Data Change Password Select the Password and Security Questions tab to change your password All users can change their own passwords at any time Passwords are changed in the following events but may also be changed at any time a user determines it to be necessaty e All new users must log in with a temporary password and then enter and confirm a password of their own choosing e The system will require you to change your password at least every six months A few days before a password expires you will be re
5. log If you do not wish to delete the activity log for a user you have the option of locking the account instead of deleting it to prevent access by that user ARUP Connect Account Administration View a User Log Click the View Log button to open a View Log window displaying up to 100 of the latest user attempts to log on to ARUP Connect over the previous week for the selected user The log shows the user date and time of the event IP address where the attempt originated and a description of the result Successful Login Failed Login You can also right click on the screen and select Print to print the selected user log Note The IP address may or may not be significant information since a single IP address may be used by the entire organization Click the Close button to return to the previous screen The following is an example of a log View Log David Stuart DavidS Description Successful login Failed login Successful login Successful login Successful login Successful login Successful login Failed login Successful login Successful login Successful login Successful login Successful login Failed login Srcrossfill lanin IP Address 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 10 92 0 201 1n a N 1 Time Jul 15 2015 12 59 11 PM Jul 15 2
6. was your first job Security Answer A Salt Lake City Update Questions 5 Click Update Questions 10 ARUP Connect Account Administration User Management The User Management page is for setting up and maintaining regular users and sub administrators 6 Administrators can manage regular users and sub administrator accounts e Sub administrators can manage regular user accounts e Only ARUP can manage Administrator accounts If you find some options are not available to you it means you don t have administrative rights for that particular option For example an administrator cannot manage another administrator s settings Access User Management To open the User Management page log on to ARUP Connect and select Account Administration gt User Management from the drop down list to add new users or to edit existing user information e Logged in as DavidS Logout ARP Connect Home Order Management Reports Services Billing Account Administration Laboratory Test Directory My Account User Management qm Account Administration Assign New Administrator Manage ARUP Connect users and profiles Email Preferences My Account Manage your profile information passwords security questions and permissions User Management ARUP Connect administrators manage all of their users by editing profile information and permissions deleting a user or locking user access Assign New Administrator Assign a ne
7. 015 12 58 53 PM Jul 07 2015 02 01 10 PM Jul 07 2015 10 30 18 AM Jul 01 2015 10 19 59 AM Jul 01 2015 10 19 09 AM Jun 30 2015 03 32 53 PM Jun 30 2015 03 32 34 PM Jun 30 2015 11 31 45 AM Jun 30 2015 11 18 16 AM Jun 30 2015 11 11 29 AM Jun 30 2015 11 10 49 AM Jun 17 2015 11 50 28 AM Jun 17 2015 11 50 21 AM lin 15 2015 01 34 32 PM Create a New User Account Before setting up a new user search the User List to ensure they don t already have an account set up See Finding an Existing User for more information on searching the User List 15 ARUP Connect Account Administration To set up an account for a new user 1 From the User Management screen click the Create New Account button Create New Account de The New Account screen opens where you will enter the user information New Account Create User Name Required Fields Username can contain Username sx ample A Z uppercase a z lowercase 0 9 numbers First Name Example User Supervisor M Supv hyphen LastName Example User Facility Campe Hospital underscore at symbol Phone 555 555 5555 apostrophe Email test aruplab com 2 Enter the following information for the new user Required fields are marked with an asterisk and may not be left blank Other fields are optional Username Enter a user name for use logging on to ARUP Connect required You do not enter pass
8. Administrator Example User Example User Example Your New Role User For Clientis 11236 SQA only David Stuart NIF No Cancel 22 ARUP Connect Account Administration When the new administrator next logs in to ARUP Connect they will see the following window where they will be required to confirm they accept the assignment as administrator The new administrator should first click the link to read the ARUP Connect Administrator User Agreement The user should then click the check box to select it and click the Continue button After the new administrator clicks Continue the system will display the main ARUP Connect window including the Administrator menu options New Client s Assigned Tell us what you think about Connect Curtis Stacey has promoted you to administrator for client ID s 11236 Submit Feedback You must accept the terms to proceed to your account ARUP recommends that you retain a copy of the Use Agreement by saving or printing the agreement Sg Yes agree to the ARUP Connect Administrator Use Agreement Continue 23 ARUP Connect Account Administration Email Preferences Go to Account Administration gt Email Preferences to modify your Email notification preferences 6 Connect Downtimes 6 Hot Lines 6 Product Releases 6 ARUP Announcements 6 Business Reports e eExcept e elnvoice 6 Order Status and Results e Secure File Transfer Email notifications are se
9. Management Set up and maintain account settings for other users e Assign New Administrator Assign your administrator duties to another user and change your own level of responsibility 6 Email Preferences Manage your email and notification preferences R Logged in as DavidS ARUP seco Con nect Logout Home Order Management Reports Services Billing Account Admmistration Laboratory Test Directory My Account User Management Account Administration Assign New Administrator Manage ARUP Connect users and profiles Email Preferences My Account Manage your profile information passwords security questions and permissions User Management ARUP Connect administrators manage all of their users by editing profile information and permissions deleting a user or locking user access Assign New Administrator Assign a new Administrator Email Preferences Manage your preferences for notifications The following briefly describes the types of ARUP Connect users and their permissions and limitations More detailed information for setting up users is provided later in this manual User Types ARUP Connect has three types of users administrators sub administrators and regular users ARUP must set up administrators Administrators are responsible for managing sub administrators and regular users Sub administrators can manage ARUP Connect Account Administration regular users The following briefly describes the f
10. and security questions Administrators and Sub Administrators can edit their own passwords and security questions and can also edit their own profile information To edit your own account select Account Administration gt My Account When making changes you do not need to enter data in all sections You can change information in just one section without affecting the existing information in other sections Do not be concerned that the fields in the other sections remain blank Administrators and Sub Administrators Profile Information Select the Profile tab to view or modify any of your profile information Remember that fields marked with an asterisk are required and may not be left blank When you are finished making changes click Save My Account Profile Permissions Password and Security Questions Profile Information Required Fields FirstName Example Supervisor Example Supervisor Last Name administrator Facility Example Facility 555 555 55555 Phone Email Test aruplab com ARUP Connect Account Administration Permissions Select the Permissions tab to view or modify permissions Hover over the icon for a brief description of a service You can edit your permissions for specific services under designated Client IDs To manage permissions 1 Click the On or Off radio buttons next to the desired service to add or remove it Administrators and Sub Administrators also have to opti
11. minded to change it If you do not do so on the day the password expires you will be unable to log in to ARUP Connect until you complete the task of changing your password e If you forget your password you can answer your security questions to obtain a temporary one time password which will allow you to log in and change your password ARUP Connect Account Administration My Account Profile Permissions Password and Security Questions Change Password Required Fields Current Password Password requirements Eight or more characters Atleast one UPPERCASE letter Atleast one lowercase letter New Password Atleast one number 0 9 Atleast one symbol or punctuation Confirm Password x Passwords match Update Password To change your password 1 Inthe Current Password field enter your current password If you were given a temporary password for first time users or forgotten password enter the temporary password 2 Inthe New Password field enter the new password Passwords must meet the requirements that display in the Password Requirements area As you meet the requirements the updates to sl Password requirements w Eight or more characters Atleast one UPPERCASE letter Atleast one lowercase letter Atleast one number 0 9 w Atleast one symbol or punctuation w Passwords match 3 Inthe Confirm Password field enter the new password again You mu
12. ministrative responsibilities in Gateway For non administrators in Gateway select View Private Data eExcept Access If the eExcept service is turned off and unassignable you can request access by clicking Request Access next to the service name A dialog box opens with the estimated time before ARUP will contact you and complete the subscription process Only Administrators and Sub Administrators have the ability to request the eExcept service Email Requests You may occasionally receive an email from ARUP Connect with a request from an individual in your organization to be given access to ARUP Connect This email is generated when the person completes an online registration form At the main login page for ARUP Connect there is a link called Register for ARUP Connect Services While this link is primarily intended for setting up an administrator for a new ARUP Connect client any person could possibly use this link to request access to ARUP Connect After clicking the link they will complete and submit the following form ARUP Connect Account Administration Help Register for an ARUP Connect administrator account Already Have an Account Username TestTestTest Log into ARUP Connect Enter client ID s below You will become the administrator of any SS oe client that does not already have wy Need Help _ _ LastName User an administrator assigned Not sure whatto do Contact your local ARUP Co
13. nnect administrator Phone 5555555555 Client ID or ARUP client services 800 522 2 2787 Email yser dornain com ov Valid email Confirm Email user domain com 77 0 ARUP Connect Administrator Use Agreement ER ER ef Emails match The information from the form is forwarded by email to the administrator for action You can set up the new user account and or contact this individual as needed Click on the link in the email to go directly to user setup in ARUP Connect The information from the form will already be pre populated there and you will simply need to complete the setup as you would with any new user 20 ARUP Connect Account Administration Assign New Administrator Use the following process to assign your own administrator duties to another user assign new rights or remove all rights for yourself From the Account Administration menu select Assign New Administrator A window opens with a list of clients for whom you are currently an administrator 1 In the Select Client s section select the check box for each client ID you wish to assign to a new administrator If you are assigning all client IDs listed click the Select All link To unselect all check boxes click the None link Note If you are administrator for only one client ID you will not see step 1 as described above But your steps 1 and 2 will be the same as steps 2 and 3 Assign New Administrator 1 Select Client s Select All
14. nt to the Email Address listed under My Account Profile Information To receive email notifications 1 Select the check box next to the desired notification type 2 Use the drop down menus to modify the frequency of the notifications 3 Scroll down to the bottom of the page and lick Save 24 ARUP Connect Account Administration Quick Reference for Administrators QuickRef Admin pdf
15. on to click the Unsubscribe from all Services button to unsubscribe from all services when applicable 2 When you are finished updating permissions click Update A message displays notifying you whether or not the account was updated successfully If the update failed check to ensure you have entered information in all required fields and selected at least one document type for services that require it and then click Update again ARUP Connect Account Administration Password and Security Questions Client 11236 role User Unsubscribe from all Services On Off Permission Settings ARUP Announcements 9 Business Reports 9 i Client Test Order Summary Critical Call Log Report Si Custom Hot Line Index SZ Exception Handling Report Si Quality Assurance Report Turnaround Time Report Test Critical Call Log W PDF alnvoice CSV PDF ALS Emergency Notification eSupply New York Test Approval W HTM Order Entry amp Wi General Access Quick ListPackages Maintenance Order Status and Results 9 W PDF Reflex Test Billing Notification amp Secure File Transfer Required by Critical Call Log New York Test Approval Test Delay Notification Test Delay Notification Wt HTM PDF XLS Test Delay Notification amp HIM PDF ALS Test Delay Notification 9 Secure File Transfer will be enabled automatically for certain services Unsubscribe My Account Profile Permissions
16. rname First Name Last Name or Email select the desired term from the Sort By drop down menu The application will filter the User List alphabetically based on your selection e Direction To update the direction of how items display in the User List select a direction from the Direction drop down list You can select Normal A Z to have the list display alphabetically or Reversed Z A to have the list display alphabetically in reverse order e Users Per Page To update the amount of user results that display per page click the Users Per Page drop down menu and select the desired amount of search results to display 12 ARUP Connect Account Administration e Refine By To refine the User List by specific User Type User Status Client Role or Clients You can make single or multiple selections The User List will display only user s that match your selection s When you locate the desired user you can Edit a User Account Lock a User Account Reset a User Password Delete a User Account or View a User Log by clicking the applicable icon If you do not see these icons for a specific user you cannot edit lock delete or view the log for that user as they are at the same permission level as you or higher The following section explains the icons and their functions Edit a User Account Click the Edit button to open the Edit Account page for the selected user and edit profile information and or permissions Once
17. st enter the password exactly the same 4 Click Update Password Note You cannot reuse the same password within eight password changes If you attempt to do so the system will prompt you to choose a different password Change Security Questions Select the Password and Security Questions tab to manage your security questions All users can change their own passwords at any time ARUP Connect Account Administration Security questions are questions to which only you would be likely to know the answers but will be easy for you to answer when needed If you forget your password you can have your password reset by correctly answering both of your security questions First time users are required to set up their security questions the first time they log in It is optional but not required to change security questions when a password is changed To change your security questions 1 In the Security Question 1 field select your first security question from the drop down list 2 Inthe Security Answer 1 field enter your answer to the first security question 3 In the Security Question 2 field select your second security question from the drop down list 4 Inthe Security Answer 2 field enter your answer to the second security question Change Security Questions Required Fields Security Question 1 What street did you live on in third grade Security Answer 1 750E Security Question 2 In what city or town
18. surance Report Turnaround Time Report Test amp Critical Call Logg Si PDF elnvoice 9 csv W PDF XLS Emergency Notification amp eSupply amp New York Test Approval Wi HIM Order Entry 9 W General Access Quick ListPackages Maintenance Order Status and Results When you are finished selecting services click the Update button at the bottom of the window A message will be displayed to tell you whether or not the update was successful 18 ARUP Connect Account Administration If the update was not successful check to be sure you have completed all required fields and you have selected at least one document type for services that require it After completing all required fields click Update again If you try to navigate away from the page before clicking Update the software will notify you that you have not yet saved your changes Private Options Some of the services available to ARUP clients are labeled Private These services are only available to certain clients under applicable circumstances For example the ARUP Gateway private service is available to clients who take advantage of this customizable online laboratory test directory through ARUP e As with other options some private services will also require you to select a document type such as PDF XLS etc e Inthe case of the ARUP Gateway service select just one check box Select Admin for any individual who is to have ad
19. unctionality available to each user type Administrator e Can be an administrator for one or more client IDs e Can edit his her own account information and settings e Can set up and change regular client users and assign access permissions for those users under specified client IDs e Can set up and change sub administrators and assign access permissions for those sub administrators under specified client IDs e Cannot set up or change settings for other administrators Only ARUP can set up or change administrators Sub Administrator e Can be a sub administrator for one or more client IDs e Can edit his her own account information and settings e Can set up and change regular client users and assign access permissions for those users e Cannot set up or change settings for other sub administrators or administrators Client User e Can access services to which they have been given permission under one or more client IDs e Can change his her own password and security questions and may unsubscribe to subscribed services Cannot add permissions Note Separate user manuals provide instructions for each of the services and applications available within ARUP Connect This manual provides instructions for only Account Administration functions ARUP Connect Account Administration My Account The My Account page allows the user to edit certain information for their own account Regular users can edit their passwords
20. w Administrator Email Preferences Manage your preferences for notifications 11 ARUP Connect Account Administration Find an Existing User When you select User Management a User List of existing users for your organization is displayed At this screen you can find and edit existing users or create Create New Account Active Locked Inactive Active Active Physician David11 David11 David11 david stuart aruplab com User 11236 L DavidTest DavidTest DavidTest david stuart aruplab com User 11236 L ei Ge DavidTest11 DavidTest11 DavidTest11 david stuart aruplab com User 11236 L 8 ExampleTest Example Test david stuart aruplab com User 11236 CG amp tw B new users The following is an example of the User List User List Filter David Sort By Username Direction Normal A Z Users Per Page 10 Refine By User Type Regular Physician User Status Active Locked Client Role User SubAdministrator Administrator Use the following tools to manage the User List and locate specific users e Filter To find a specific user type any portion of the user s first or last name user name or email address into the Filter field As you type the list becomes limited to just records matching the filter text you enter To return to the full list clear the text from the Filter field e Sort By To sort the User List by Use
21. words for users A temporary password will be automatically generated one time use for you to give to the user If a user forgets their password they have the option of resetting their own password by answering their security questions or you can generate another temporary one time use password for them See Reset a User Password for more information First Name Enter the user s first name required Last Name Enter the user s last name required Phone Enter the user s work phone number required Email Enter the user s work email address required Supervisor Enter the name of the usef s supervisor optional Facility Enter the facility where this user works optional 16 ARUP Connect Account Administration Location Description Enter a brief description of the user s work location optional 3 Click Create User A Temporary Password is automatically generated Temporary password for Example is tvdmcyfa 4 Copy the temporary password and give it to the new user The user will need both their user name and this temporary password to log on the first time The user will be required to enter and confirm a password of their own choosing and select two security questions and enter answers for them at the first log on See My Account for more instructions on entering passwords and security questions 5 Click Close The Permissions tab opens 6 Inthe Assign to Client FA as a area
22. you are finished click Save See Find an Existing User for more information on finding a specific user account to edit Lock a User Account Click the Lock button to lock the account for the selected user This option is used to block an existing user s access to ARUP Connect without deleting the user account Clicking the Lock button blocks the user but retains the history log for that user After clicking the Lock button it updates to the Unlock button Click the Unlock button to unlock a user s account Reset a User Password A Click the Reset Password button to reset the password for the selected user A Temporary Password is automatically generated ARUP Connect Account Administration Temporary password for Example is tvdmcyfa Copy the temporary password and give it to the new user The user will need this temporary password in order to log on to ARUP Connect Delete a User Account Click the Delete button to delete the account for the selected user When a user leaves employment with the client or otherwise no longer requires access to ARUP Connect the user name should either be deleted or inactivated locked Click the Delete button to remove the selected user account and permissions A confirmation message is displayed asking you to confirm Click Yes to complete the deletion or click No Cancel to cancel the delete action Deleting a user removes your record of that user s profile and activity
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