Medisoft Global Login

The Global Login features works with standard security to provide a path that determines what practices users can access. The feature utilizes standard security and permissions that determine what users can access or do in individual practices but then provides a method for users to logon once and then access all practices associated with the global user: essentially, once the feature is set up, a single user may access multiple practices without having to login to each dataset separately.

Users apply standard security in practices and create users within the practice. A practice without security applied to it (no users) can be associated with any global users. If a practice has users created in it, these users are the only users that can have a global login associated with them. That is, if standard security exists in a practice, then these users are the only potential global login users: in this case a standard user must exist in the practice before a global user can be created. If a practice has no security applied, then any global users can be associated with the practice.

Global login users are machine-specific and only users with a standard security of Level 1 can enable this feature and create users. Level 1 users can then create a global login user and make this global login user a Global Login Administrator. Global Login Administrators create other users, map these users to practices, change their or users passwords, and determine whether the new users are also Global Login Administrators or Global Login users with login expiration dates. What this means in a multiple PC environment is that the Global Login PC machine practice is enforced. In other words if user Smith is a Global Login user connected to Practice A on machine A, Smith cannot login to Practice A on machine B at the same time. Smith, however, could login to Practice A from machine B as another Global Login User if an account exists.

When set up, global login users default to the last practice accessed, but can select a different practice if the global login user is associated with that practice.

 

Creating a Global Login User

Prerequisite:

User must be Level 1 user in a practice to be able to complete this procedure.

On the File menu select Global Login Management. The Global Login Administration window appears.

  1. Click the New button. The New Global Login User window appears.

  2. On the New Global Login User window, select the User Info tab.

  3. On the Global Login User Name field, enter the name which the user will enter to login.

  4. On the User’s Full Name field, enter the complete name of the Global Login User.

  5. On the Password field enter a password. Enter the same information in the Confirm Password field.

  6. From the Forgotten Password Answer drop-down list, select a prompting question which the system presents if the user forgets his or her password.

  7. On the Forgotten Password Answer field, enter an answer to the Forgotten Password prompt. Re-enter this answer on the Confirm Forgotten Password field.

  8. Option: select the Is Global Login Administrator checkbox to make this user an Administrator. As a Global Login Administrator, the user can create or delete other users, change passwords, extend account expiration dates, and establish and change practice mappings.

    Note    : Global Login Administrators must be also be Level 1 users in practices with security; only Level 1 users can see and select the Global Login Management option.

    -or-

    From the Global Login Expires drop-down list, select a date on which the user’s account expires. All non-administrator accounts need an account expiration date; Administrator accounts cannot have an expiration date.

  9. Click the Save button. The window closes and the new user appears on the Global Login Administration window on the Global Login User Management tab.