Edit User Accounts

Use the User Accounts table to create an 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.

Click to OpenOpen User Accounts Table

Select Tools & Utilities from the ViewPoint main menu, then select Edit User Accounts. Enter your ViewPoint username and password to open the User Accounts window.

Click to OpenCreate or Edit a Record

Create a new ViewPoint user, or choose to work with an existing record. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

New Record -Confirm the Users tab at the top of the window is selected, then click New User.

Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right. (You might need to click the Users tab at the top of the window first.) If not all your records appear in the list, enable the Show Inactive option at the bottom of the list.

Click to OpenOperator Details

All of the settings in this table are system-wide: When you change a setting, you change the setting for all ViewPoint users and workstations in your system.

Username - This is the name the employee will use to log into ViewPoint, and all ViewPoint modules. Choose a name that is simple to type, but unique to this person. This name is the same for the employee's ViewPoint user account and HR Manager record.

Abbreviation - The employee abbreviation identifies the user's activity in ViewPoint. The abbreviation is the same for the employee's ViewPointuser account, and the Office panel of the employee's HR Manager record.

Password - Enter the desired password in both the Password and Confirm Password fields. The abbreviation is the same for the employee's ViewPointuser account, and the HR Manager record. Once you have created an employee record, you cannot change the password from the HR Manager: You must change it from your ViewPointuser accounts editor.

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 in.

Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

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.

Click to OpenFinishing

Apply Changes - Click Apply at the bottom of the window to permanently create the new user account, or apply changes to an existing account.

Assign to Security Group - After clicking Apply to create a new user account, click the Group tab at the top of the window, and use the Members section to assign the user to a security group. See "Set Up Security Access" for details. 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, then click Close to exit the editing window. 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.

Click to OpenMore Information

Additional Employee Information - If you use the HR Manager, additional information can be found in the HR Manager employee record. See "HR Manager Employee Records" for details.

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.

Print - You may want to print this list as a report for reference. See "Operator List" for details.

Print an Operator Log - Run an Operator Activity Log report to review operator activity for various functions within ViewPoint, including patient folder access, login history and reporting access, for any range of dates. You can include the activity from only certain users, or all users in your ViewPoint system. The report includes the user abbreviation, date and time of the event, patient folder accessed (if any), and description of the activity. See "Operator Activity Log" for details.