User Configuration

Open Site Manager

To manage user accounts, the logged-in user account must have an administrator role.

Right-click the AGNES Connect icon in the system tray and select Site Manager.

Navigate to the Users Page

Click the "≡" icon in the top left of the home screen and select Users from the navigation bar. If the option is not available, ensure the logged-in user account has the administrator role.

Navigate to Organization Settings

Open Site Manager

To edit this setting, the logged-in user account must have an administrator role.

Right-click the AGNES Connect icon in the system tray and select Site Manager.

Select Organization from the navigation bar

Click the ’≡’ icon in the top left of the home screen, and select Organization from the navigation bar. If the option is not available, ensure the logged in user account has the administrator role.

Select User Configuration Settings

Click the section labeled User Configuration.

Add a User

Click Add User to add a new user.

When adding a user, it’s required to add the following:

• Email Address
• First Name
• Last Name
• Role
• Password
• NPI (National Provider Identifier): required for some EMR Integrations

Available roles are:

• Administrator
• User, with a
• Guest: reserved for future use

Administrators have the following permissions:

• add, remove, or edit portals
• add, remove, or edit users
• see all portals licensed to the organization

A User has the following permissions:

• Access to portals
• Unable to change portal settings

A Guest user does not have permissions for the system.

When finished, click Submit to add the User.

Edit a User

Click the username to edit a User.

Make the desired changes and click Submit.

Delete a User

Press the trashcan icon to delete a User.