There are five user types available in Artera Harmony Federal Edition (AHFE): Staff, Manager, Advanced Staff, Enterprise Content Manager and Enterprise Admin Users. This article describes how to add Staff and Manager Users. Click here to learn about Enterprise Users. 

User Profiles

Staff, Manager and Advanced Staff Users are created at the Practice-level and have different levels of access:

• Advanced Staff Users (NOTE: This user type may not be available to all customers.)
  • Oversee individual departments and have more access than Staff Users.
  • Can access all lines and Resources within the Practice.
  • Can use Staff Safety Controls to hide messages, manage Quick Responses, Practice Holiday Hours, Practice Settings, Events, Resources and send Campaigns.
• Manager Users
  • Oversee individual departments and are typically given more access than Staff Users.
  • Can access all lines and Resources within the Practice.
  • Can use Staff Safety Controls to hide messages, manage Quick Responses, Practice Holiday Hours, Practice Settings, Events, Resources and send Campaigns.
• Staff Users
  • Designed for users communicating with patients.
  • Can only access the lines added to their User Profile.

Add Users

You can only use email addresses with domains that have been whitelisted by AHFE. AHFE can only whitelist email domains that you own; we cannot whitelist generic email domains such as @gmail.com or @yahoo.com for security reasons.

1. Navigate to Settings and use the Selected Practice drop-down menu to choose the Practice where you will add the user. 
   NOTE: If a user needs to have access to more than one Practice, you will need to complete the below process again within each Practice.
   
2. Select Users from the Practice Settings menu.
3. Select + Add User in the upper-right corner of the screen.
4. From the User Type drop-down menu, select either Staff, Manager, or Advanced Staff.
   
   1. Staff
      1. Enter the First Name, Last Name, and Email fields.
      2. Cell Phone is optional but can be useful for authenticating via cell (instead of email) or receiving Intternal Mention notifications if the user is included in an Enterprise User Group.
      3. Line Permissions: Determine which line(s) the user should be able to send and view messages from. At least one line must be added to every Staff User or they will not be able to see any Patient Channels.
      4. To save, select Save Practice User.
   2. Manager or Advanced Staff User 
      1. Enter the First Name, Last Name, and Email fields.
      2. Cell Phone is optional but can be useful for authenticating via cell (instead of email) or receiving Internal Mention notifications if the user is going to be included in an Enterprise User Group.
      3. To save, select Save Practice User.

Add Users with Templates

To speed up Staff User creation, you can use an existing user as a template to avoid having to manually add identical line and resource filters for every user. This features copies over their Line Permissions into a new user profile.

1. In your Enterprise, ensure you have the correct Practice selected, then navigate to Settings > Practice Settings > Users.
2. Locate the Staff User you would like to use as a template.
3. Use the (...) menu to choose Use as Template. 
4. Select Staff and click Next.
5. Complete the First Name, Last Name, and Email. Make updates to Line Permissions and Resource Filters, as needed.

Edit Users

To edit a Staff or Manager, or Advanced Staff User, navigate to Settings > Practice Settings > Users and locate the user. From the user's (...) Actions menu, select Edit User. Select Save Practice User once all edits are made. 

Delete Users

Enterprise Admin Users can delete all other user types. To delete a user, navigate to Settings > Practice Settings > Users and locate the user. From the user's (...) Actions menu, select Delete User. 

Staff User Updates

As new lines are added to a Practice, you may need to update your Staff User Line Permissions to ensure all patient messages are being viewed and receiving responses.