Navigation: Setup > User Management >

Add New User

 

Overview:

 

This feature allows administrative user to add new user which will not be authenticated with iMIS.

 

Selecting Add New option available on top right of User listing grid opens Add User interface:

Add New User

Selecting Add New option opens Add User interface to create new user record.

 

 

Data fields marked with (*) are required fields.

 

Prefix

Select appropriate prefix of the user.

 

First Name

Enter the first name of the user.

 

Middle Initial

Enter the middle initial of the user.

 

Last Name

Enter the last name of the user.

 

Role

Select the role you want to assign to this user from the drop down list. For example, Course Planner, Course Co-ordinator, Project Manager, Admin, etc.

 

Roles which are defined under Setup -> Role Management option are pre-populated here.

 

Email

Enter Email address of the user.

 

Secondary Email

Enter the secondary Email address, if any.

 

NPI#

Enter the National Provider Identifier (NPI#) of the user.

 

Practice Area

Select the Practicing area(s) of the user.

 

Password

Enter the password for the user to login into the system.

 

Confirm Password

Enter the password for the user to login into the system.

 

Comments

Enter any relevant comments here about this user.

 

Don't Want Notifications

Check “Please check if you DO NOT want to receive information on future activities” check box, if you do not want any notification(s) from the MDS LMS related to future activities.

 

Phone Type

Select Phone Type from the drop down. Possible values for phone types are Work, Home and Cell. Select value(s) and enter respective phone no. values.

 

Work Phone # & Ext.

Enter phone no. and the phone extension no.

 

Work Fax

Enter Work Fax no.

 

Mailing Address

Select Mailing Address type from the drop down. Possible values are Home and Work.

 

Select value(s) and enter respective values for Home and Work address data for Address 1 and Address 2, Country, State, City, and Zip Code.

 

 

 

Different Shipping Address

Select, "Use a different Shipping Address?" check box, if the shipping address is different than the Mailing Address mentioned above.

 

Save & Cancel

Click Save button to save user record. User will be listed in the Users grid.

 

Click Cancel to cancel the creating new user record.

 

 

Saved user record is listed in the users listing grid:

Export To Excel

Click Export To Excel button to export the records listed in the search results grid.

 

Edit

Click Edit icon to update user's detail.

 

Delete

Click Delete icon to remove user's detail.

 

Actions

Action column contains options to send Email to participant, resent credential and reset user’s password.

 

 

 

 


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