Users in Security

Users are the individuals accessing SOAPware. Everyone needing access to SOAPware, will need to be set up as a specific, individual user.

Create a New User

Create a New User
  1. Click to highlight Users.
  2. Click the New User (green +) button.
  3. Fill in the First name, Last name, assign a Login ID, assign a Password,  and Confirm the password. *Note: The user will be told that their password has expired when they log in for the first time allowing them to change the password to one that only they will know.
  4. By default, a new user will have a task list in SOAPware.  If you do not wish for the new user to have a task list, uncheck this box.  *Note: It is recommended that all new users/staff member have a task list in SOAPware.  You may want to uncheck this box if you are creating a user in SOAPware that will never be assigned tasks.
  5. Click OK.

Set Up a New User and Assign a Role

Set Up a New User and Assign a Role
  1. Click on the expander node (+) next to Users to drop down a list of user names.
  2. Click to highlight a user's name.
  3. Click on the Role Membership tab.
  4. Place a check next to the user's Assigned Role.  *Note: More than one role may be selected per user.
  5. Emergency Access Roles: Emergency access roles can also be set for a user.  For information on setting the users emergency access roles, please see: Emergency Access Role.

*Notes: Any clinician that owns a SOAPware license will be set up in Security in the role of Clinician automatically, once the license is activated.  A user will not be able to log into SOAPware unless they are assigned a Role.

Assign a New User to a Group

Assign a New User to a Group
  1. Click on the Group Membership tab.
  2. Place a check next to the group that the user will be a member of. *Note: The Administrator Group is a default and does not need to be selected unless the user is an Administrator in the facility.

Assign Provider Access for a New User

Assign Provider Access for a New User
  1. Click on the Provider Access tab. *Note: A user will not have access to patient charts in the Chart Rack unless Provider Access is given.
  2. Place a check next to the Provider(s) name whose charts the user will be accessing. *Note: Most clinics select Allow All, so that users have access to all Providers within the clinic.
  3. If you wish to allow access to all the providers on the list, click the Allow All button.

Assign User Access for a New User

Assign User Access for a New User
  1. Click on the User Access tab. *Note: A user will not have access to other Task lists unless user access is given.
  2. Place a check next to the users' names that the new user will need to send Tasks to.  *Note: Most clinics click Allow All.
  3. If you wish to give the new user access to send tasks items to all other users, simply click the Allow All button.

Save Changes in Security

Save Changes in Security
  1. When all changes are completed, click on the Close button. *Note: Any security changes will not take effect until the user logs out.
  2. Click OK.

Log out of SOAPware by going to the SOAPware menu, then click Log Out.

Delete/Remove a User from Security

Delete/Remove a User from Security

To remove a user from SOAPware:

  1. Click to highlight users.
  2. Click to highlight the name of the user to be Deleted/Removed.
  3. Click on the Remove User (red X) button.
  4. Click Yes to remove the selected user.

A clinician with a SOAPware license cannot be deleted/removed from SOAPware Security.  The license must be made Inactive in Site Administration.  Removing all permissions in Security and unchecking their name in the Group, Provider Access, and Users tabs, will make them invisible.  

Reassign Tasks

Reassign Tasks

After confirming that you wish to remove the selected user, you will be prompted to specify a user that you would like to reassign the deleted users task items to.

  1. Using the drop down menu, select the desired user.
  2. Click OK.