In-Depth Account Management Guide

In-Depth Account Management Guide

The Explanation Based Auditing System (EBAS) integrates with your existing organizational structure. EBAS users are assigned to organizations, arranged in a tree structure broken down by regions and locations. Managers assign users to specific subsets of the organization, and set privileges to limit what data each user can access.
This guide covers:
• Setting up an organization hierarchy
• Moving users within an organization
• Adding users to an organization
• Understanding and changing user privileges

To get started, go to the Manage Organizations page by clicking “Organizations” in the dropdown menu under your login.

Setting up an Organizational Hierarchy
On the Manage Organization page, the hospital name is at the top. You can add regions within the hospital (e.g. East, West), and locations within each region. Data can be uploaded to specific parts of this hierarchy.

1) From the Manage Organizations page, scroll down through the
list of members to the bottom, then click Add a region.

2) Specify a name for the region and click Add.

3) On the next page, you can add a location within your new region. You can also remove the new region or location with the red buttons.

4) Re-login to EBAS to update the system with the new hierarchy.

Moving Users within an Organization
Users are assigned to teams within the organization hierarchy. They can see all data lower in the hierarchy.
In the example above, if a user is assigned to Region #1, they can see all data from Region #1, including data from Locations #1 and #2.
1) On the Manage Organizations page, find the user you wish to move by scrolling through the list, or by clicking a Region at the bottom. Clicking an organization or region provides a list of all affiliated users.

2) Click the crosshairs next to the user’s current organization.

3) On the next page, select the new team from the dropdown menu and click the blue Transfer member button.
If the name of the new team does not appear in the dropdown menu, you may need to add it.
(See above Setting Up an Organization Hierarchy.)

4) Re-login to EBAS to update the system with the new assignment.

Adding Users to an Organization (Managers only)
Managers are the only users who can add new users, and set user privileges.
Managers will see the Add a new member form on the right side of their
Manage Organizations page.

Managers can enter an email address for the new
member, and use the form to specify an organization,
role, and privileges for the new user.

Managers can also invite reviewers to help with investigations.
(See the Investigation Guide for more details.)

Understanding & Changing User Privileges (Managers only)
Managers can click Edit Privileges buttons on the Manage Organizations page to change privileges for any user.
Re-login to EBAS to update the system with any changes.

Privileges grant users access to different parts of the system. The chart below outlines which privileges are associated with which EBAS pages. Managers can use the chart to inform privilege selections for different users.

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