As employees resign or are terminated, it is very important to remove their access in the system to maintain the security of your PHI.  There is a two step process to remove user access to your cloud. 

Step 1: Delete User

Deleting the user name will block their access into the system and disable them from logging into the system.

NAVIGATION: SYSTEM menu > Admin Tools > User Setup

  1. In the USER NAME field, use the browse button to to select the user you want to remove.
  2. Click DELETE.

Step 2: Terminate Employee

Delete the user name but keep the employee in the employee master.  The employee master record can’t be deleted as that is what is tied to the entries that staff has made in the system. 

NAVIGATION: MAINTAIN menu > Master Tables > Employee Tables > Employee Master

  1. In the EMPLOYEE NUMBER field, click the BROWSE button to view the list of employees.
  2. Select the employee you want to remove.
  3. On the GENERAL tab, change the STATUS to TERMINATED.  You can add an end date if you would like.

To review the users who have access to your cloud, review the Web User Listing.

8/2022

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388