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.

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. 

You will then need the user's first and last name, along with a password.

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 that best corresponds to the user's overall discipline below:

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

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

The final step is to assign at least one Account Role to the new user. These roles include the following: User, Manager, Labs User, and System Benchmarks. 

• The User Role is intended for users who will be utilizing ControlCheck on a daily basis within their specific departments to complete various actions within the application, including audit table reviews and opening cases based on analytics. 
• The Manager Role provides users with access to the Manage Tab for application maintenance, like mapping users and medications. This role will provide these users with access to the same features as the User Role, along with access to the Manage Tab. 
• The System Benchmarks Role allows for broad insight across documentation of multiple facilities for internal department comparisons or across IDNS. This access is usually only given to members of a Diversion Committee, Pharmacy Leaders, or the team that has oversight of controlled substance auditing throughout the entire hospital system. 
  • These users will be able to see all hospitals in the IDN or organization and compare them at a high-level through the System Benchmark Reports. Two system benchmark reports are available within ControlCheck:
    • Documentation Accuracy 
    • Time to Admin and Waste
• The Labs User Role provides users access to the 'Labs' tab. Users with this access can view IRIS scores, overrides, and null transaction trends. This tab contains metrics that are not connected to the IRIS data. 
  • If your hospital is implementing this feature, please follow up with your Implementation Specialist for more details. 

To assign a role, select the plus sign next to the corresponding role. 

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.

Search Existing Users

This dashboard includes a search bar that allows you to quickly locate one or multiple user accounts.

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 valuable for hospitals that have a high number of ControlCheck users and Security Roles.

View and Edit Existing Users 

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 User Information, Security Role, and Account 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.