Setting Up New User Accounts

INTRODUCTION

This article is designed to help administrators efficiently set up new user accounts for employees within your organization. If you're a vendor and need to setup a new user account for your client please contact [e-mail].

Proper account setup is essential for secure access to your data and Jopari's services.

PREREQUISITE(s):

You need to have access to the Admin>Users menu within the Jopari portal. If you do not see that menu item, it means you do not have permission, please contact your administrator. 

USER ACCOUNT SETUP

Follow these steps to create a new user account for a new employee of your Organization. 

1. Navigate to ADMIN>USERS.
2. Search for the user: The user may already exist so use the search feature to search by any number of fields. We recommend using email address. If the user is found, check the box next to their name and click SAVE AND CLOSE. You can now edit this user. If the user is not found, continue below on how to create a new user.
3. Create New User: If the user does not already exist, click CREATE NEW USER and a modal window will appear.
4. Enter all required information. The External ID field can be any unique ID your organization associates with its employees if applicable.
5. Checking the box labeled Requires Secondary Review will apply a pending status to the new user account once created. The Welcome message with the link required to activate this new account will not be emailed to this user until an admin clicks the SEND WELCOME button on the USER screen for this new account.
6. At the bottom of the CREATE NEW USER ACCOUNT screen, select from the three scenarios that describe the reason you are creating this new account. For most users, that will be the first one, for an employee who requires access.
7. Click NEXT.
8. If copying another user’s configuration, select a user to copy and click NEXT, or just click NEXT to bypass this step and manually assign all permissions.
9. Review/select the appropriate user roles and click NEXT. If unsure of what roles to assign, you can hover over the role name, and a tool-tip will help define the role and its permissions. You can also contact [e-mail] for help with role assignment details or visit our knowledge base article about common user roles here.
10. Assign or adjust the user’s folder access. If you do not manage folders, skip this step and click NEXT. Folders relate to EFT and payment status users. If you’re usure about folders skip this step and contact [e-mail] for help with folder assignment. You can also learn more about folder by reading our knowledge base article here.
11. Assign an additional administrator to manage the user or leave it blank to default to the current administrator and click NEXT. You do not need to search for yourself in this screen as you automatically get assigned as an administrator of users you create.
12. Assign the user’s employer. An employer is typically associated with a site for our eBill service clients. If you’re unsure what employer to give, do not assign any and skip this step by clicking FINISH and then contact [e-mail]. If you don’t get asked to assign the employer, that means it doesn’t apply to your account. If you're not currently submitting your bills electronically and want to learn more, visit our eBill Submission page to learn more.
13. Click FINISH. A confirmation message appears, indicating the new user has been created.
14. The user will receive an email containing a link that will ask for a security question/answer and a new password to be set.
15. Please note: If, in Step 2, the checkbox Requires Secondary Review was checked, the Welcome email will not be sent automatically. An administrator user must click the SEND WELCOME button on the account information panel to send the Welcome email and allow the new user to finish the setup of their account.
16. New users will be added to the top of the USERS screen. Click on the MY USERS button to put them in alphabetical order by email address (login column).

Tips and Best Practices

• Ensure you only give the roles that someone needs to perform their job duties and follow HIPAA minimum necessary rules. 

• Encourage new employees to complete password setup promptly to gain immediate access to Jopari’s solutions.

• Maintain communication with your provider admin for any role-based access needs or additional user permissions.

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For additional help, contact Jopari Solutions at 800.630.3060 or [e-mail]

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