You are here: Chargemaster Toolkit Help > Supervisor's Tasks > User Manager > Adding Users

Adding Users

From the main menu select File > Users. The User Manager displays. [Picture]

You do not have to review a file before opening the User Manager.

Click on the icon. The Create new user screen displays. [Picture]

Follow the sub-steps below.

In the User name field enter a name for the user.
In the Password field enter a password for the user (the password must be at least five characters in length).
In the Email field enter a valid e-mail address for the user (this is a mandatory requirement).
In the Full Name field enter the user’s full name.

The user will not become Active until you assign him/her to a facility.

In the Permissions tab click on the icons to expand the trees.

The items listed in the Permissions tab will differ depending on your setup. If the Save permission under File is not selected that user will not be able to save any changes. The other permissions correspond to actions that can be performed from the tabs in Chargemaster ManagerChargemaster Toolkit.

Select the permissions you want to grant to the user by placing a check in the boxes.
Select the Miscellaneous tab then follow the sub-steps below.

Make sure the Auto Accept Changes box is checked if you want changes by this user to be automatically accepted. (If you leave the check box empty, changes made by this user will be marked as ‘pending’ in the audit trail until the supervisor decides to accept or reject them.) [Picture]

If you want to prompt the user to complete a memo whenever they Include a record from any tab place a check in the Include Mandate box. [Picture]

If you want to force the check-in of all GLs locked by the user at the end of a session place a check in the Auto Check-In box. [Picture]

When you are done setting permissions click on the OK button.

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