How-to Guide: Administrative Accounts

 

Overview

In this how-to guide, you will learn how to create new administrative accounts based on job responsibility (i.e. data entry staff, activity manager, CME/CE activity reviewer, etc...) and how to manage existing administrative accounts.

Managing internal access to your organizations’ activities is up to the Rievent Platform Administrator within your organization. Whenever new activities are created, the Rievent Platform Administrator is responsible for assigning access to the activities as well as deciding how much access to reporting data and other areas of the platform will be given to each administrative account. 

Managing Administrative Accounts

 

 

Accessing Administrative Accounts

Click on the Accounts tab to begin creating and managing administrative accounts. In order to manage administrative accounts, your admin account must have the “Manage Client Access Accounts” permission enabled.


From the Accounts tab, click the Administrative Accounts to start managing Administrative Accounts.



 
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Creating New Administrative Accounts   

There are 3 steps to create a new Admin Account:

  1.  Enter the profile information for the new account.
  2.  Assign activities to the admin account.
  3.  Set the level of access to the Rievent Platform.

  1. From the Accounts tab, select Manage Administrative Accounts, then click Create New Admin Account.




  2. Enter the contact information for the new account, then click the Save button to create the account. Required fields are marked with an asterisk.
Usernames must be unique.   Accounts cannot share the same username.

 

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Adding and Removing Activities in Administrative Accounts

  1. To manage the activities available in an admin account, begin by clicking the Manage link for the account.




  2. Click the Edit link under Programs.



  3. Check the boxes for the activities which the account holder may access. Inactive activities appear grayed out, but may still be assigned for access. To remove an activity from the admin account, uncheck the box next to the desired activity.

 

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Managing Admin Account Permissions

  1. To control an account’s level of access to the Rievent Platform, click the Manage link for the account.



  2. Under Access Control, click the Edit link.




  3. Choose pre-set configurations for specific roles such as Analyst, Report Viewer, Summary Access, Support Team, Data Entry, Fulfillment Processor, or select a custom configuration.


Drill down to see the specific configurations for each pre-set role by clicking Details. 

Role Descriptions

Administrator This role provides complete access to all features of the Rievent Platform™,including the ability to manage other access accounts.
Program Manager This role provides access to all features of the Rievent Platform™except the ability to manage other access accounts.
Production Team This role is the same as "Program Manager" but does not include ACCME PARS and fulfillment processing.
Analyst This role provides access to all reports, exporting of program results, the ability to search and view participation records, and program preview. The ability to edit records of participation is restricted.
Report Viewer This role provides access to all reports and exporting of program results. The ability to search and manage records of participation is restricted.
Grantor (Summary Access)

This role provides access to all reports at a summary level. The ability to drill-down to detailed contact and/or personally identifiable information is restricted.

Support Team This role limits the access account to tools that will assist in resolution of end user support issues. The role permits search and edit of participation records as well as data entry and reports. The abilities to delete records and export data are restricted.
Data Entry This role limits user access to the tools and interfaces for performing manual data entry and editing participation records. Access to reporting is restricted.
Fulfillment Processor This role provides access to the manual fulfillment processing features of the Rievent Platform™. This role is the same as "Analyst" with the added ability to edit participation records and perform group manual fulfillment.
Custom Define a custom role for this access account by selecting from the available permissions.


If the pre-defined roles do not fit the access permissions needed, select Custom and then choose only the permissions needed. 

If a defined role is first saved, you can then go back to the Custom field and all the pre-defined role’s attributes will be selected.  Sometimes it’s easier to start with a pre-defined role and make a few adjustments rather than start with the Custom option.
  1. Be sure to click the Save button when after defining the permissions for the new account.

    Note: Rievent highly recommends testing an account before providing access to it.  In this way, activity access and permission settings can be tested and validated, to ensure the account is set up to meet the account holder's needs. 


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Editing an Admin Account’s Profile

  1. To edit an admin account’s contact information, begin by clicking the Manage button for the desired account.




  2. Next, click the Edit link to access the account’s profile information.




  3. Make the necessary changes, then be sure to click the Save.


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Resetting Passwords for Admin Accounts

  1. To reset the password for an admin account, begin by clicking the Manage button for the desired account.




  2. Next, click the Edit link to access the account’s profile information.




  3. Reset the password, then click Save.


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Expiring and Deleting Admin Accounts

Expiring an administrative account will retain the account information, but the account will no longer be able to log into the Rievent Platform. To expire an account, click Expire.

Rievent typically recommends to expire an account instead of deleting it. This will ensure that any changes in the platform that the expired account made stay associated with that account.  If an account is deleted, any changes the account made in the platform will then be transferred over to the top-level admin account.

Once an account has been expired, you can re-activate it by clicking the Unexpire link.



Deleting an account will erase it from the Rievent Platform. Once an account has been deleted, there is no way for it to be recovered. To delete an account, click Delete.


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