Overview

In this how-to guide, you will learn how to create new administrative accounts based on job responsibility (i.e. data entry staff, activity manager, CME/CE activity reviewer, etc...) and how to manage existing administrative accounts.

Managing internal access to your organizations’ activities is up to the Rievent Platform Administrator within your organization. Whenever new activities are created, the Rievent Platform Administrator is responsible for assigning access to the activities as well as deciding how much access to reported data and other areas of the platform will be given to each administrative account. 

Managing Administrative Accounts

• Accessing Administrative Accounts
  
• Creating New Administrative Accounts 
• Adding and Removing Activities in Administrative Accounts
• Managing Administrative Account Permissions 
• Pre-Defined Role Definitions 
• Editing an Administrative Account’s Profile
• Resetting Passwords for Administrative Account
• Expiring and Deleting Administrative Accounts

Accessing Administrative Accounts

From the Accounts tab, click the Administrative Accounts to start creating and managing accounts.

 
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Creating New Administrative Accounts   

There are 3 steps to creating a new Admin Account:

1.  Enter the profile information for the new account.
2.  Assign activities to the admin account.
3.  Set the level of access to the Rievent Platform.
   
   

1. From the Accounts tab, select Administrative Accounts, then click Create New Admin Account.
   
   
   
   
2. Enter the contact information for the new account, then click the Save button to create the account. Required fields are marked with an asterisk.

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Adding and Removing Activities in Administrative Accounts

1. To add or remove activities available in an existing admin account, begin by clicking the Manage link for the account.
   
   
   
   
2. Click the Edit link under Programs.
   
   
   
3. Check the boxes for the activities which the account holder may access. Inactive activities appear grayed out, but may still be assigned for access. To remove an activity from the admin account, uncheck the box next to the desired activity.
   
   NOTE: You may only grant access to activities that you already have access to. If you are unable to find an activity in an administrator's list, this means the activity has not been added to your account. You will need to reach out to the top level administrative account holder or log in to the top level administrative account. 
   

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Managing Admin Account Permissions

1. To control an account’s level of access to the Rievent Platform, click the Manage link for the account.
   
   
   
2. Under Access Control, click the Edit link.
   
   
   
   
3. Choose a pre-set configuration for specific roles such as Program Manager, Report Viewer, Data Entry, etc. or select a custom configuration. Be sure to click the Save button after defining the permissions for the new account.

   Note: Rievent highly recommends testing an account before providing access to it. In this way, activity access and permission settings can be tested and validated, to ensure the account is set up to meet the account holder's needs. 

   

Drill down to see the specific configurations for each pre-set role by clicking Details.

Role Descriptions

If the pre-defined roles do not fit the access permissions needed, select Custom and then choose only the permissions needed. 

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Editing an Admin Account’s Profile

1. To edit an admin account’s contact information, begin by clicking the Manage button for the desired account.
   
   
   
   
2. Next, click the Edit link to access the account’s profile information.
   
   
   
3. Make the necessary changes, then be sure to click the Save button.
   
   

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Resetting Passwords for Admin Accounts

1. To reset the password for an admin account, begin by clicking the Manage button for the desired account.
   
   
   
   
2. Next, click the Edit link to access the account’s profile information.
   
   
   
   
3. Reset the password, then click Save.
   When a password is changed/reset, the person whose account was updated will need to be notified of the change. They will not be notified automatically by the platform.
   

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Expiring and Deleting Admin Accounts

Rievent typically recommends to expire an account instead of deleting it. This will ensure that any changes in the platform that the expired account made stay associated with that account. If an account is deleted, any changes the account made in the platform will then be transferred to the top-level admin account. Deleting an account will erase it from the Rievent Platform. Once an account has been deleted, there is no way for it to be recovered. 

Expiring an administrative account will retain the account information, but the account will no longer be able to log into the Rievent Platform. To expire an account, click Expire.

Once an account has been expired, you can re-activate it by clicking the Unexpire link.

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