Groups

System Administrator Help

Remove and Delete Users

You can remove or deactivate a user, but you cannot permanently remove users from the system. Removing a user means removing the user from one group while he or she remains a member of at least one other group. Deactivating a user means removing the user from all groups, practices, and enterprises. You can still view deactivated users and restore them to the groups they were last assigned to. Remove a User from a Group Deactivate a User Reassigning Pending PAQ Items and Tasks of Deactivated Users You can reassign the pending PAQ items and tasks of deactivated users to other users. Remove the last user from a practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Parent topic: Organizing Your Internal Structure

System Administrator Help

Find Users

You can locate a user in a specific security group within a practice. On the Edit menu, select Find. The Find window appears. Under Find By, select whether you want to search by last name, first name, or user ID. The name of the field below this criteria updates to match your selection. Enter the search criteria in the field. Select Find Now. The search results list the matching user names along with the practices and the security groups that they are in. If users are deactivated, their names display along with the practices and security groups that they last belonged to. If the user you are searching for is not listed, select New Search, and then repeat the previous steps for entering new criteria. In the User list, do one of the following: Double-click the user you want to locate. Select the user you want to locate, then select OK. The user name is highlighted in the practice and security group that it is located in. Parent topic: Organizing Your Internal Structure

System Administrator Help

Users

You must set up all users before they can use the system. A user must belong to a group. Although the System Administrator application supplies you with a default enterprise, practice, group, and user, you should complete the setup of your own enterprise structure before you add users. Add Users You can create a new user in System Administrator and define properties such as the name, email password, and provider relationship. Adding Existing Users to Other Groups Add External Systems for Users LDAP and Windows Integrated Authentication Parent topic: Organizing Your Internal Structure

System Administrator Help

Reactivate Users

A user becomes automatically deactivated when he or she has not logged onto any of the NextGen® Enterprise Healthcare applications in a specified period of time. The user cannot log on again until he or she is reactivated. Reactivated users return to the groups that they were originally assigned to. Select the inactive user. On the Edit menu, select Reactivate User. For information about setting the deactivate period, see Inactive User Options section in Password Requirements. Parent topic: Organizing Your Internal Structure

System Administrator Help

Adding Existing Users to Other Groups

After you create a user in one group, you can add the user to additional groups within the same practice, in different practices in the same enterprise, or in practices in other enterprises. You can add users to groups by doing any of the following: Add users to a single group. See, Add Existing Users to a Single Group. Assign one or more groups from the same practice to a single user. See, Assign a User to Groups in the Same Practice. Assign one or more groups from any practice in any enterprise to a single user. See, Assign a User to Groups within Any Enterprise. If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Therefore, if the user belongs to multiple groups, some of which have a particular right and some that don't, the user gains access to the right. Add Existing Users to a Single Group Assign a User to Groups in the Same Practice Assign a User to Groups within Any Enterprise Parent top

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

Groups

Recommendations

Remove and Delete Users

Find Users

Users

Reactivate Users

Adding Existing Users to Other Groups

Add Existing Groups to a Practice

Remove and Delete Users

Find Users

Users

Reactivate Users

Adding Existing Users to Other Groups

Add Existing Groups to a Practice