Set Up Operator Accounts

Set up an user account for each person that will use ViewPoint. When you log in with your user name and password, ViewPoint loads your preferred settings, and tags all actions with your identity.

How to Get Here

• ViewPoint main menu > Tools & Utilities > Edit User Accounts.

   

  

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Choose Your Settings

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right. (You might need to click the Users tab at the top of the window first.)

   

  

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• Display active / inactive records - You can choose whether to include inactive records in your list. enable / disable the Show Inactive option at the bottom of the window to include/exclude the inactive records.

   

  

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• Create new record - Confirm the Users tab at the top of the window is selected, then click New User. You can then edit your new record to complete the details. Note that once created, user accounts cannot be deleted.

   

  

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• Edit user details - Select a record from the list at the left. If you have just created a new record, it is selected automatically. If you cannot find the name you are looking for, toggle the display to include both active and inactive names, as described above.

   

  

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  • User Name - This is the name you will type to log into ViewPoint. Choose a name that is simple to type, but unique to this person.

  • Abbreviation - Enter an abbreviation for this user, such as the person's initials. The abbreviation will identify the user's activity in ViewPoint.

  • Don't Show in HR Module - If you use the HR Manager, you can "hide" this record from the employee list by enabling this option. This feature is useful for accounts you have created for administrative purposes, such as a patient sign-in station account.

  • Show timeclock alert - Enable the Timeclock Alert option in your operator accounts if you want ViewPoint to warn an operator when they log into ViewPoint without first clocking into your timeclock.

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be used to log into ViewPoint. You can, however, view inactive records, and change them back to Active if needed.

  • Change password- Enter the desired password in both the Password and Confirm Password fields and click Apply. See "Change Your Password" for details

  • Get fingerprint - If you use VP Fingerprint, click Get Fingerprint to acquire fingerprint data for this user. See "Acquire Staff Fingerprints" for details. A red fingerprint icon indicates no fingerprint data has been recorded yet.

• Assign to security group - After you save this new user account (described below), use the Members section of the Groups tab to assign the user to a security group. See "Set Up Security Access" for details. Note that all user accounts must belong to a security group before you can exit the security function.

• Save your changes - Click Apply to save the changes you have made. If you make changes to someone that is currently logged into ViewPoint, those changes will not take effect until that operator logs out and logs back in.

Notice!

• Extended data in HR Manager module - If you use the HR Manager, employee records are listed in both your ViewPointuser accounts and your HR Manager employee list. Whenever you enter an employee in one list, a matching record is created in the other list. Note that the HR Manager contains more extensive employee data, such as the full name, photo, address, and compensation plan that are not directly available from ViewPoint.

• One person / one account rule - We highly recommend you create an account for each employee. If multiple people use the same account, you diminish the integrity of the ViewPoint activity audits, and cannot use fingerprint technology effectively. You may, however, encounter exceptions to this rule, such as creating an account that is used exclusively on your Patient Sign-In Station, or a Records account that grants read-only access to most data, but includes permission for Imaging, Please consult with an Ortho2 support representative for detailed recommendations for your practice.

• User / Employee Tasks
  • Acquire Staff Fingerprints
  • Change Your Password
  • Log In & Out of ViewPoint
  • Clock In & Out of Timeclock
  • Request Time Off
  • Stacks
  • Task List
  • Task Reminders
  • Timeclock Category Table
  • Timeclock Records
  • Timeclock Settings
  • User / Employee Accounts

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