Manage user accounts

ADMINISTRATORS ONLY

A user account defines the OptosAdvance user’s username, role, and group assignment. The user’s privileges are shown in the user’s account and can be modified. You can also lock user accounts and reset user passwords.

Note
Users can manage some of their account information through their profile (see Manage your user profile).

  1. Select Settings.
  2. Under User Management, select Accounts. Existing OptosAdvance user accounts are shown.
  3. If you have included Active Directory groups in OptosAdvance, select Refresh to update the Accounts tab with any changes to Active Directory user accounts.

See the next sections for details on managing user accounts.

Add an account

  1. Select Add.
  2. In the Account area, enter the user’s information.
    • User Name  Username to login to OptosAdvance.

      Note
      The user receives an automatic email with their OptosAdvance password when their OptosAdvance user account is created.

    • Role  OptosAdvance role (Admin, User, Guest). By default:
      • Guests have no privileges.
      • Users have basic privileges, such as accessing the Patient Study Directory.
      • Administrators have full privileges. Only Administrators can manage users.
    • Email  Email address.
    • Phone  Phone number.
    • Facility, Department, Job Description  User’s facility and job information.
    • Notify on Study Arrival  User will receive an email when a new study containing one of the user’s DICOM person name matches is added to the database.
    • Last Name, First Name, Middle Name, Prefix, Suffix  User’s name.
    • Password  Password to login to OptosAdvance.
    • Expiry Date  Date the user’s access to OptosAdvance will expire.
      • Select and select an expiry date. Select whether the user’s account will be locked or deleted on the expiry date.
      • Select to remove the expiry date and set the user’s access to Unlimited.
  3. (Optional) In the Groups area, select the group to which the user belongs. Guests cannot be assigned to groups.
    • Add a user to a group  Select a group in the Not Member area, then select Add.
    • Remove a user from a group  Select a group in the Members area, then select Remove.
  4. The privileges assigned to the user are shown in the Privileges area (see Privilege descriptions). These privileges are initially based on the user’s role and group but can be modified.
    • Grant a privilege to a user  Select a privilege in the Revoked area, then select Grant.
    • Remove a privilege from a user  Select a privilege in the Granted area, then select Revoke.
  5. Select OK.

Edit or delete an account

  1. Select the user account. To find an account, enter account information in the blank row at the top of the tab.
  2. Select Edit. Modify the details, then select Save.
    or
    Select Delete.

Lock an account

  1. Select the user account. To find an account, enter account information in the blank row at the top of the tab.
  2. Select Lock. The user’s Locked status changes to True.
  3. To unlock an account, select Lock. The user’s Locked status changes to False.

Reset a user’s password

If you reset a user’s password, the user will receive an email with a new auto-generated password.

  1. Select the user account. To find an account, enter account information in the blank row at the top of the tab.
  2. Select Reset.