Manage User Accounts

Admins can manage accounts of users as follows:

• Go to S-button menu and select Administration > User accounts.
• User Management window displays three tabs that allow performing different operations for the displayed list of existing system users.
• Management of user accounts can be handled through the General tab, which supports the following operations
• Add User: To add a new user. When you click on this option, the Add User window opens where you can add the details of the new user, such as First Name, Last Name, User Name, etc. Some fields cannot be edited while others are filled automatically but can still be edited like the Password field. Finally, you can select to email log in information to user upon creating his/her user account and select to create a Person for this user account (representing an individual within a specific organization). After you finish adding details, click Save.
• Duplicate User: To duplicate an exiting user account and modify some of the details, select first the user account you want to duplicate from the list of system users and click Duplicate User. This will open a window (similar to the one displayed in case of adding a new user) populated with the details of the selected user account. However, some fields are empty and required to be filled with the correct details. Although you can create a duplicate for an existing user account, the new account should have a different User Name.
• Edit User: To edit the details of a specific user account, select it from the list of system users and click Edit User. This will open a window (similar to the one displayed in case of adding a new user) populated with the details of the selected user account. After you finish editing, click Save.
• Deactivate User: To deactivate a user account, select it from the list of system users displayed and click Deactivate User. A confirmation message is displayed to confirm your intention. Click Yes to perform the deactivation operation. You can show deactivated user accounts by marking Show Deactivated Users located at the bottom left corner of the window (below the list of user accounts).
• Delete User: To delete a user account, select it from the list of system users and click Delete User. A confirmation message is displayed to confirm your intention. Click Yes to perform the delete operation. Note that, some user accounts cannot be deleted from the system (as they own some documents). Instead, you can deactivate their accounts.
• Import Users: Launches the Import Persons Wizard
• Export Users: To export accounts of users, click Export Users. This will open a window, where you can select users you wish to export their system information and select the name and location of the CSV file to be generated. To start the export operation click Export.
• Change Password: To change password for a specific user, select it from the list of system users displayed and click Change Password. This will open a window, which displays an automatically generated new password that can be modified. You can select to email this new log in information to user by marking Email login to user. Save password modification by clicking Save.
• Features: To modify enabled/disabled features for system user roles and Organization roles, click Features (similar to Application Features option in the S-button menu). This will open a window, which displays SureClinical's different features along with system user roles and Organization roles. You can enable/disable a feature for a specific role by marking/unmarking the corresponding cell. To save your modifications click Save.
• Security: To modify security settings of users, click Security. This will open a window where you can modify security settings, such as enable/disable user account validation via Email and/or SMS, logging document access events for auditing, high security passwords, user password re-validation, lock user account after a specific log in attempts, etc. Click Ok to save your modifications. 
• User Action History: To view the history of different actions performed by different users, click User Action History. This will open a window, which displays time-stamped history of different actions performed by users such as deleted documents, signed documents, modified documents (Metadata Properties modified or some pages are deleted), added and deleted studies and SureDrives, etc. Other details about the recorded actions are displayed, including User Name, the name of the document on which the action is performed (if any), a comment about the performed action, user's IP Address, etc. You can view the document relevant to the action performed (if any) by clicking on document name. Note that, you cannot click on the name of a deleted document or report. Finally, you can export user action history to a CSV file. Click Export and select the location of the generated file.
• Signing History: To view the details for digital signing related events for users, click Signing History. This will open a window, which displays time-stamped history of documents signed within SureClinical. Other details about the recorded signing actions are displayed including signer's User Name, the name of the signed document, the reason for signing the document, digital certificate ID (only last 4 digits), signature validation status, and the IP Address of the signer. You can view the signed document by clicking on document name. Finally, You can export signing history to a CSV file by clicking Export and selecting the location of the generated file.