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PointRightUser Management Tool

Self‐Guided Tutorial

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Tutorial Contents

• Overview• Create a New User• Search for a User• Edit a User’s Information• Reset a User’s Password• Deactivate a User• Contact PointRight

This tutorial will take about 20 minutes to complete.

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Tutorial Objectives

After completing this tutorial, you will be able to:

• Create a New User

• Search for a User

• Edit a User’s Information

• Reset a User’s Password

• Deactivate a User

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Overview: What is the User Management Tool?

The User Management Tool enables facilities and corporations to manage their PointRight users

This tool allows you to:• Create a new User• Search for a User • Edit a User’s information• Reset a User’s password • Deactivate a User

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Overview: HIPAA Regulations & Private Health Information

•PointRight adheres to HIPAA regulations regarding access to Private Health Information (PHI)

•All users that access PointRight must have their own unique login account

Important note: HIPAA established enforceable privacy and security regulations which govern the use and disclosure of Protected Health Information (PHI).  Each individual user of PointRight’s systems must have their own personal login account, which should never be shared with another user.  Please keep in mind that Protected Health Information should be accessed by parties who need this disclosed PHI to fulfill their job duties, and will act in full compliance with the HIPAA regulations.

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Overview: How to Access the User Management Tool

The following slides guide you through the steps to access the User Management Tool:

Step One: Login to PointRight

Step Two: Open the User Management Tool 

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Step One: Login to PointRight

2. Click: client login

1. Go to: www.pointright.com

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Step One: Login to PointRight (cont.)

3. Enter your Log In information

• User Name

• Password4. Click Log In.

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Step Two: Open the User Management Tool1. Roll the mouse over the Admin tab.

The Admin drop-down menu appears.

2. In the Admin drop-down menu, click on the User Admin tab.

2.  Click User Admin.

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Create a New User 1. Click the Create New User button. The “Create New User” page opens.

1. Click Create New User.

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Create a New User: User Information Tab

2. Select the User Information tab. 

a. Type the new user’s  information into each field.

b. Type a unique User Name and Password for the new user.

c. Retype the password in the“Set Confirm Password” field.

3. Complete the remaining User Information fields.

4. Click the User Access tab at the top of the page to continue.

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4. Click the checkbox next to a facility name to give the new user access to that facility.  

5. When you’ve completed assigning the user access, click the User Roles tab at the top of the page to continue.

Create a New User: User Access tab

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Create a New User: User Roles tab6. Click the checkbox next to each role you want to assign to the new user.

7. Click the Save User button to save the user information.

8. Click the Close button in the top right hand corner when you are finished.

6. Select new user roles

7. Click Save User

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Search for a User1. Type in the User Name of the user you want to search for.

-or-Type in the First or Last Name of the user you want to search for.

2. Click the Search button.

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Edit a User’s Information1. Under the Edit User column, click the pencil icon next to the user you want

to edit.

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Edit a User’s Information (cont.)

2. Click the appropriate tab to edit the user’s information, access, or role.

3. Edit the user information.

4. After you have completed editing, click the Save Userbutton to save the updated information.

5. Click the Close button in the top right hand corner when you are finished.

Close

4. Click Save User.

2. Click a tab to edit user information, access or user role.

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Reset a User’s Password1. Under the Edit User column, click the pencil icon next to the user whose

password you want to reset.

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Reset a User’s Password (cont.)2. Click the Reset Password tab. Type the New Password and the Confirm

New Password information into each field.3. Click the Save User button to save the updated password information.4. Click on the Close button in the top right hand corner when you are finished.

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Deactivate a User

1. To deactivate a user, click on the Status drop down box and select InActive.

2. Click on the Save Userbutton to save the updated information.

3. Click the Close button in the top right hand corner when you have finished.

2. Click Save User.2. Click Save User.

1. Click Status drop down box.

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Need Help?

Use the Ask a Question page to submit a question to our online Help Desk.

1. Select Ask a Question from the Help menu.

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Contact Us!

PointRight Inc.420 Bedford Street, Suite 210

Lexington, MA 02420www.PointRight.com

(781) 457‐5900 For Client Services select ‘Option 1’, then ‘Option 2’

‐or‐

email: techsupport@pointright.com