User List

This page allows user to search for a portal user within user’s organization. User may also search by Role and produce a list of users (according to Role) in user’s organization.

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  1. User Name or Last Name: Enter the User Name or Last Name
  2. User Role: Select the role to produce a list of users.
  3. Click on Search to view the results
  4. Click on cancel if the search criteria entered needs to be changed
  5. The list of users will be displayed here
  6. Select User ID link to view the details of the User.
  7. The User Id displays the list of user IDs of the top 20 search results.
  8. Name displays the full name of the user.
  9. Role displays the Role of the user such as Provider- Admin, Provider_Staff and Member.
  10. Status displays whether the user is active or inactive.
  11. User profile actions enable the Provider user to perform tasks such as activate user, deactivate user, reset password and resend email.
  12. If the user is active, The Provider user can deactivate the user.
  13. If the user is active or inactive, The Provider user can reset his/her password.
  14. If the user is deactive, The Provider user can activate the user.
  15. If the user has not received the activation email, the Provider user can re-trigger the activation email.
  16. The search results display 20 results per page. To see more results click on the page numbers 1,2,3, and so on. Select Next link to go to the next page which displays the next list of 20 users.
  17. Select this button to download the list of users in CSV or EXCEL format.
  18. Select this button for printing the list displayed.

    19. DownLoad

    This page allows user to search for a portal user within user’s organization. User may also search by Role and produce a list of users (according to Role) in user’s organization.

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    1. Choose either CSV or XLS (Excel)
    2. Select this button to download the list of user roles in CSV or EXCEL format.
    3. Select this button to cancel this request and return to the list of user list.

      4. Active User Dialog

      This section includes the user status like Activate or DeActivate in user’s organization.

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      1. If the user wants to be active, The user will proceed the above pop up window.
      2. The Provider User can select Cancel button, when user does not want to Activate Status .

        3. Activate User Confirmation Dialog

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        1. Select this button to close the activate user pop-up by viewing the status.

          2. DeActive User Dialog

          This section includes the user status like Activate or DeActivate in user’s organization.

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          1. Select this button to de-activate the user.
          2. Select this button to keep user in same Status.

            3. Deactivate Confirmation Dialog

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            1. Select this button to close the de-activate user pop-up by viewing the status.

              2. Reset User Password Dialog

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              1. Select this button to reset password for a specific user.
              2. Select this button to keep user chooses not to activate the user.

                3. Reset User Password Dialog Confirmation

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                1. Select this button to close the reset password user pop-up by viewing the status.

                  2. Resent Activation Link Email Dialog

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                  1. Select this button to resend Email again.
                  2. Select this button to cancel if he/she chooses not to resend the activation link.

                    3. Resent Activation Link Email Dialog Confirmation

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                    1. Select this button to close the resend activation link email pop-up by viewing the status.