Adding a New User

Use this task to add a new user to your system or to copy another user's preferences to a new user.

Adding a new user

  1. Select the Admin tab.
    The system displays the User Management screen with a list of users currently set up on the system.
  2. Select Add New User.
    The Add New User screen appears.
  3. At SSO User, select No, if this user is not an SSO user (default is Yes). This field only displays if SSO is activated for your organization.
  4. At User ID, specify an ID for the new user. User IDs is case sensitive. This is the ID the user will use log into the system.
  5. At User Name, specify the full user name for the new user. User name is case sensitive.
  6. At Password, create a temporary password for the user. This will only be used the first time the user logs into EDI Services; they will be prompted at that time to reset the password. New passwords must contain: 12-32 characters, 2 numerical characters, 1 lower character, 1 upper character, and 1 special character ( !@#$%^&*()_+-=[]{};':"|/? ). This option is disabled if SSO User is set to Yes.
    note: New passwords must have a minimum of 4 different characters than the previous password.
  7. At SSO User ID, enter the unique ID for the user. This field has the same validation as an email address and is a required field. This field is disabled if SSO User is set to No.
  8. At Environment, select which environment the user has access to, PROD or TEST.
    note: A user requiring access to both PROD and TEST needs a separate account for each environment.
  9. At Role, specify one of the following:
    Role Name Description
    Administrator Full access to system, including the Admin tab. Not available when TEST is selected.
    File Transfer Access to the Home, eStatus, and File Transfer tabs.
    Standard

    Access to the Home and eStatus tabs.

    This is a useful status to assign to someone who will primarily use the reporting function.
  10. At Product Access, select what product the user has access to. Products available are based on the user's role. If TEST environment is selected, Claims is the default and can't be changed and provides access to CSV Export, Rejection Summary and Trend Reports, and Warning Reports.
  11. At Active User?, select Yes to activate this user in the system. If No is selected, the user won't have access to the system upon attempting to log on.
  12. In the Alert Email pane, add a new email address by specifying it in the User email addresses text box. You can enter up to four email accounts. by selecting Add Email Address.
  13. In the Alert subscriptions for selected email pane, select the check boxes for the selected email address for each category for which the user will receive an alert. you must do this for each email address entered.
    14. note: Not all preferences and preference options are available for the TEST environment.
  14. Preferences
    note: Not all preferences and preference options are available for the TEST environment.
  15. If security is enabled, select Add under the Practice and Division section in the Security pane. To add a particular security item, select from the drop down and select Save.
    note:

    The Security tab is intended to manage user access to specific groups defined by the athenaEDI customer. Group Types are user defined and set by the customer. Options include Provider Group, Division, Group, etc.

  16. If Claims is enabled for the user, under Access Permissions select the check boxes for those areas of claims the user has access to.
  17. If Eligibility is enabled for the user, under Access Permissions, select Transaction Detail if the user should have access to it.
  18. If PRCN is enabled for the user, under Deposit View Security, enter the nine digit Deposit Bank ID and the Account ID. This gives the user access to those banks and accounts only. If Account ID is left blank, the user has access to all.
  19. Select Save to add the user to the system or Cancel to cancel.

Using copy functionality to add a new user

To save time when adding multiple users, an existing user’s security profile may be copied and then edited as appropriate for the new individual user. Copied data includes all security settings and the role but excludes email addresses and alert subscriptions.

  1. Select the Admin tab.
    The system displays the User Management screen with a list of users currently set up on the system.
  2. Select the copy icon for the existing user whose preferences you want to copy from.
    The Copy preferences to new user screen appears.
  3. Complete steps 3,through 6 above.
  4. Edit any of the fields requiring changes that were copied over.
  5. In the Alert Email pane, add a new email address by specifying it in the User email addresses text box. You can enter up to four email accounts. by selecting Add Email Address.
  6. At Active User?, select Yes to activate the user.
  7. Select Save to add the new user to the system, or Cancel to cancel adding the user.