Managing Clinical Users (Admin Only)

To access the VistaCenter dashboard and/or administrator functions, each user of the system must have a defined VistaCenter user account. Users can be added to VistaCenter individually, or they can be created in bulk by importing a CSV file. Refer to the following topics:


About User Management

Each clinical user requires a VistaCenter user account. Use the procedures in this section to add and edit VistaCenter users. The interface does not allow users to be deleted. Assign the “Inactive User” role to users who should not (currently) have access to VistaCenter.

To Add Individual Users

Use the following procedure to add and delete individual VistaCenter users.

  1. Log in to VistaCenter with Administrator-level privileges.
  2. Select Manage Users from the Menu or select the icon in the sidebar (if available). The current list of users will be displayed on the left side of the interface. See the following figure:
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    Each row represents a single user record. The interface displays records in the order in which they are added to the system (oldest records first). Each row displays the following:

    • UID — User ID; this is the login name of the user. VistaCenter uses the UID to identify users who configure and acknowledge patient notifications. When using a single sign-on (SSO) system, the UID in VistaCenter must match the UID in the SSO system.
    • First Name
    • Last Name
    • Email
    • Action — Use these buttons to View a user ( ) or Edit a user ( ).

     

  4. To add a user, click the green Add User button. The following form displays on the right side of the interface:
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  6. Click the (+) button to expand the “Basic Details” and “Authentication” sections. Enter user ID (UID), email, first name, and last name.
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  8. (Optional) Use the Default Theater/Group menu to select the default theater or group the user will see when first logging on to the VistaCenter dashboard. The default selection is All Devices.
  9. (Optional) Use the Restrict User to View Groups input field to select groups that the user can view. Click in the field to display a list of selectable groups. If one or more groups are added, the user will only be able to view those groups and no other groups. If no groups are listed, the user will be able to view all groups in the organization. To delete a group from the list, select the X next to the group name.
  10. (Optional) Use the Default Report Delivery Preference menu to select a preference. This option is typically useful only for cardiac monitoring customers that employ multiple delivery preferences.
  11. (Optional) Use the Restrict User to Report Delivery Preferences input field to select preference configurations that this user should have access to. This option is typically useful only for cardiac monitoring customers that employ multiple delivery preferences (for example, the user will only see preferences for a single office location). Click in the field to display a list of selectable preferences. If one or more preferences are added, the user will only be able to use those preferences and no other preferences. If no preferences are listed, the user will be able to use all delivery preferences in the organization. To delete a preference set from the list, select the X next to the preference name.
  12. Select a role for the user from the Role menu:
    • Administrator: Users who will be performing clinical management tasks, such as managing users and device groups, and creating universal notifications.
    • User: Clinical users who will be monitoring patients, modifying notification configurations, and entering data.
    • View-Only: Clinical users who will be monitoring patients. Cannot enter data or modify configurations.
    • Inactive User: Users who will not (currently) be using VistaCenter.
    The assigned role can be updated after creating the user. The Role menu may also list custom roles that have been defined for your organization. See MAN-027, IT Admin Guide for more information.
  13. Note: The administrator interface does not allow you to delete users from the system. Assign the “Inactive User” role to users that should not have access to VistaCenter.

  14. Enter and re-enter a password in the Authentication section of the New User form. As you begin to enter the password, the interface will display password requirements until all the requirements are satisfied (for example, password must contain one or more of the following: upper-case letter, lower-case letter, special character, number).
  15. Note: You must enter a password for all new users, even if VistaCenter has been integrated with a single sign-on (SSO) system. If SSO integration is active, the password defined for the user in the Administrator Interface will not be accepted when attempting to access VistaCenter. Only the SSO credentials will be accepted.

  16. When finished defining the user, click the Create User button. The new user will be added to the bottom of the user list.

To View or Edit Users

To view details on a single user, click the ( ) button in the user’s record. The details will display on the right side of the interface.

To edit a user, click the ( ) button in the user’s record. Follow the instructions above for creating a user to change the user definition. After making changes, do one of the following:

  • To save changes, click the green Save User button at the top of the form.
  • To discard changes, select another user to view or edit, or select another user interface function.

To Create Multiple Users by File Import

The Administrator Interface allows you to perform a bulk creation of multiple new users by importing a comma-separated value (CSV) file. Use the following procedure to create multiple users with this method:

  1. Log in to VistaCenter with Administrator-level privileges.
  2. From the Users section of the Administrator Interface, select the Import Multiple Users button.
  3. The Import interface opens. See the following figure.
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  5. Optionally, select the Download Template button. This downloads a sample CSV file (users.csv) with the required structure to your computer.
  6. Generate a CSV file using the defined structure. For example, you can open the users.csv file in a spreadsheet application and populate with the list of users. See the following figure.
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    Observe the following guidelines when creating the file:

    • Each user must have a unique UID. If you attempt to create a user with a UID that already exists in the system, the existing user will not be overwritten. All other (valid) users in the CSV file will be imported.
    • Define a first name, last name and email for each user.
    • Define a role for each user (either “Administrator”, “User”, "View-Only",  or “Inactive User”). If you leave this field blank, the user will be assigned the “User” role.
    • Passwords will be automatically assigned by the Administrator Interface using the format {FirstInitial}{LastName}PassW0rd!. For example: “GWashingtonPassW0rd!”

    • Note: When importing a list of users, a default password will be created for all new users, even if VistaCenter has been integrated with a single sign-on (SSO) system. If SSO integration is active, the default password defined during the import process will not be accepted when attempting to access VistaCenter. Only the SSO credentials will be accepted.


  8. Click the Select File button. The interface will prompt you to select the file on your computer. After you select the file, the interface will display the following (using the name of the file you selected):
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  10. Select the green Import button to import the file. VistaCenter will create the valid users defined in the file or will display an error if the import could not be completed.

  11. Note: After you select Import, you may see a dialog that asks you to save a copy of a file named "client_users_imports". Select Save if this dialog appears. No file will be downloaded to your computer. This is a known issue in the current release of VistaCenter.


  12. After the import is complete, refresh your browser view. Newly created users will be displayed at the bottom of the list.