Account Management

Managing User Accounts 

To streamline your workflow in ControlCheck, user accounts are managed in one location. You can quickly create, edit, and assign account permissions for all ControlCheck users via the Manage Tab. To access the Account Management dashboard and manage existing accounts, select the Manage tab in the main navigation menu and then select Account Management.

Search Existing Users

This dashboard includes a handy search bar that allows you to quickly locate one or multiple user accounts. Are you looking for ControlCheck user accounts who have access to a specific Security Role? Use the search bar at the top of the Account Management table to easily find the desired account(s).

To begin, start typing a username, security role, or account role and the table will narrow the results to those that match the value entered. For example, let's imagine that you are interested in finding users who have the Manager security role, you could enter "Manager" into the search bar and ControlCheck would automatically filter the table to list the applicable users. 

This functionality is super valuable for hospitals that have a high number of ControlCheck users and Security Roles.

View and Edit Existing Users 

This dashboard also displays a table of all existing users along with their username, full name, security role, and account role. To view the account details of a specific user, select their email address or row in the table. Doing so will forward you to the "Edit Account" page which allows you to edit their name, contact information, account role, and security roles. 

Once you have made the desired changes to their account select the "Update Account" button at the bottom of the screen.

Editing Multiple Users

To learn how to bulk edit security roles for multiple users read the Account Management - Bulk Editing article.

Delete an Existing user

To delete an existing user, return to the Edit Account page and select the Delete User button. To cancel the deletion, click Cancel. To confirm the deletion of the user's account, click Delete.

A success message in a green banner will appear to alert you of a successful account deletion.

Deleted users immediately lose the ability to log in to the application. A deleted user’s activity is preserved in the application for reporting and analytics purposes. 

Create a New User Account

To create a new user, select the Create an Account button in the top right corner of the Account Management dashboard. When creating a new account the system will walk you through a series of steps starting with the new user's email address. 

As you go through each step be sure to take note of the password you set for the user, then be sure to share this password with the user that they can perform their initial login. When a new user logs in for the first time, they will be prompted to change their password to one they designate rather than the one set for them during account creation. Hospitals using Single Sign-On, or SSO, to authenticate into ControlCheck will not need to set a password when creating a new user. Make sure to use the email address associated with that user's hospital SSO client when creating them in ControlCheck to ensure a seamless login experience.

Any fields marked with a red asterisk are required before proceeding to the next step. When assigning a Hospital Role you'll have to choose from one of the following options below:

• Pharmacy, Nursing, Anesthesia, Compliance, IT, Other

Next, assign at least one Security Role to the new user. If you wish to give this user access to all features in ControlCheck, assign them the Full Access role by clicking into the checkbox.

Always assign at least one Account Role to the new user. To ensure the user has access to the Manage tab, select the plus sign inside of the Manager pill.

To give the new user access to ControlCheck with no manager permissions, click the plus sign inside the User pill to assign regular user permissions into ControlCheck. To give a user access to the Labs tab, assign the Labs User role and so on.

During the last step, review the account details once more to ensure all required fields have been completed and then select the "Create Account" button to initiate the new account.