During implementation, your EHR user accounts were created and assigned to schools and user roles. Review assigned roles and school(s) to ensure appropriate access in EHR.

View Users

  1. Click Administration in the Navigation Menu, click Security, and click Users.

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  2. In the Role field, select “All” or the role that you want to create a list for.
    To create a list, click Search

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Review User Assigned Role

  1. Use “Show Entries” to expand the list view.

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Review User Assigned School

  1. Select Edit next to the User to open the User Profile

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  2. In the User profile, select Assigned Schools.

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  3. Review the Assigned School field.

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  4. To add or change assigned schools, use the dropdown to select schools.
    Save your changes

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