| HideElements | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Background Color | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|
Users are the people who have EMResource accounts and, as a result, access to view events, update statuses, and/or manage resources in EMResource.
Some users may only need minimal access, for example, to view certain types of events. Other users may need more extensive rights that allow them to initiate events, update statuses, manage resources, create forms, and generate reports.
Access to EMResource is specified through the user account, according to the user type and roles, views, resource rights, and advanced options. User access is determined by regional or resource administrators when they create, configure, and manage users.
| Anchor | ||||
|---|---|---|---|---|
|
In the Setup menu, authorized administrators can access the Users List to edit user accounts, reset passwords, and assign regions.
The list identifies users by username, name, and organization, and indicates the date and time that the user last logged in.
You can use the filter and search options to locate existing users by resource group, notification status, role, resource type, or personal details (such as username, full name, or other contact details) specified in the user’s profile.
With appropriate rights, you can create, import, print, or export the list of users.
User Accounts
On the Users List, locate a user and on that row click Edit to open their account and review the user’s profile. Information in user accounts is organized by sections, including the UserProfile, Notifications, User Type & Roles, Views, Resource Rights, User Preferences, and Advanced Options.
User Profile
The User Profile section contains basic information, such as your username, name, organization, and login email, as well as
if the account is active
.
The login email can be used instead of your username to log in.
Notifications
The notifications section allows you to enter your contact details for receiving notifications through various methods, including email, text, pager, and voice.
Note: You must have a voice phone number on your profile to receive event notifications by phone.
After details are added, they appear in the appropriate section. If the information is not formatted correctly or EMResource is otherwise unable to successfully send messages, a checkmark indicates the address or number cannot be validated.
User Type & Roles
Roles are assigned to determine which features and functions are available to users. Assigning roles grant users a predefined set of rights, which in turn, control and manage their access to features and functions.
When new users are created, they are automatically assigned your region's default role and, thereby, the rights associated with it. These users also have viewing rights for resources in the region default view.
Likewise, when you grant users from other regions the right to log in to your region, they are assigned the default role and view rights. However, as you work with a user’s account, you can change these settings. For more information about user roles, go to the article About Roles.
Views
Views are designed to consolidate and display information about resources in a region. Views are commonly configured by resource type (such as clinics, emergency medical services, hospitals, or shelters), location (within a city, county, or metro area), or service (dialysis, memory, psychiatric, or physical therapy).
The information provided in a view can include a wide array of details such as the status, status type, availability, contact details, comments, and date of last update.
Specifying what views to which the user has access, including their default view, determines what information they see when they access their account or navigate between views. If your region has mutual aid agreements with other regions, you can decide if a user needs access to these regions too. This feature is particularly helpful along borders.
Resource Rights
Resource rights determine what resources, and information about those resources, are accessible to a user. For example, even when users are granted access to a view, they only see resources to which they have rights in that view.
At the top of this section, there are various filters that allow you to search for specific resources.
Resources are listed as rows, and for each resource, there are seven columns. Selecting or clearing the check box for the first five columns on any given row determines the user’s access to the resource.
Important: The View Resource right is a precursor to all other rights on a resource. If you want a user to have Associated With, Update Status, Run Reports, and/or Administer Users rights, you must first grant them the View Resource right on that resource.
Access rights by column include:
- Associated With, which links the user to the resource, as a participant for inclusion in notifications, events, and reports.
- Update Status, which grants the access and opportunity to update resource statuses.
- Run Reports, which grants the access and opportunity to run general reports about the resource. Access to various reports is further controlled through.
- View Resource (required for any other rights to be applicable), which offers access to information about the resource through views, events, and other tools. Refine allows you to limit resource view rights by status type.
- Administer Users, which grants the user control to create, edit, and otherwise manage users that are associated with a resource.
Additionally, user rights to sub-resources are inherited from the resource. For example, a user who has view rights to a resource can also view its sub-resources. A user who has the update rights for a resource can also update its sub-resources' statuses
Refine Visibility
When you create a new user, you are required to assign them to one or more roles and the user has the right to view the status types associated with their roles. Further, when you grant the View Resource right for a resource, the user is also given visibility into all status types for that resource.
You can restrict the user’s visibility into the status types for a resource through the Refine link, which appears to the right of the View Resource check box. Click the link to view a list of the resource’s status types. As necessary, select or clear the status type check boxes to grant or remove the user's right to view it.
User Preferences
Only visible when editing an existing user, the User Preferences section allows you to identify the method for sending notifications to the user for specific types of events, status changes, system notifications, and multi-region events.
Notification options include:
- Event Notification Preferences
- Status Change Notification Preferences
- System Notification Preferences
- Multi-Region Event Rights
Notification Overview
General settings for all notifications are controlled through the Notification Overview, offering simple on and off options, along with inclusion of the resource summary and time ranges.
Advanced Options
Advanced Options allow you to specify the IP Range from which the user can access EMResource and select individual rights. A series of individual rights are combined to create roles, and rights that are already associated with the user based on their roles are indicated with a red asterisk. Individual rights can also be assigned to users, and these additional rights will immediately affect the information the user sees in the solution
| borderColor | #000000 |
|---|---|
| titleColor | #000000 |
| titleBGColor | #D3D3D3 |
| title | Helpful Links |
.