User Maintenance – Desktop

Managing Users

The User Maintenance window is used for creating, deleting, editing, and managing users and their permissions within Progeny.

1. On the main menu, click Administration → User Maintenance.
2. Click the Add User button. The New User dialog box opens.
3. Enter the user name and password for the user account.
   • The user name must adhere to the following rules:
     • The first character cannot be a number. Instead, it must be an alphabetic character or a special character.
     • The user name can only contain alphabetic characters, numbers, and special characters.
     • The user name cannot contain a reserved word for an SQL database.
   • The password is case-sensitive and it must adhere not only to the same rules as the user name, but also, these two rules:
     • The password must be a minimum of eight characters and contain at least one number, one lowercase and 1 uppercase letter, contain at least one special character.
     • The password cannot contain the user name.
4. In the Retype Password field, enter the password again exactly as you entered it in the Password field.
5. Click Add. The new user account is displayed in the Users pane of the User Maintenance You can now set security levels for the user account.
6. In the User Info pane there are 4 check box options:
   • Locked: Enabling this option will lock the selected user’s account and prevent them from having any access to the Progeny database.

     If a user makes too many attempts to login to a Progeny account with the wrong password, the account will be locked. Unselect this option to unlock the account.

   • Integrated Login: This configuration enables the user to log into their Progeny account with authentication from their Windows profile.
   • Enable Web Client Access: This option will allow the selected user to be able to login to Progeny through a web browser (provided that Progeny Web Server is installed).
   • Administrator: This option will make the selected account an administrator within Progeny.

To Delete a User

You can delete a user only if the user is not currently logged in to the Progeny database.

1. On the main menu, click Administration → User Maintenance. The User Maintenance window opens.
2. In the Users pane, select the user that is being deleted.
3. Click Delete. A message opens asking you if you are sure that you want to delete the selected user.
4. Click Yes. A message opens indicating that the user was successfully deleted.
5. Click OK to close the message and return to the User Maintenance window.

To change the administrator password

As the Progeny administrator you should change the default password. After you change your password, you must record it in a secure location. The password is encrypted and if you lose it or do not remember it, Progeny cannot recover it for you.

1. On the main menu, click Administration → Change Password. The Change Password dialog box opens.
   
2. Enter the new administrator password. The new password must adhere to the rules that apply to any Progeny user password.
3. In the Retype New Password field, enter the password again exactly as you entered it in the New Password field.
4. Click OK. The Change Password dialog box closes, and you remain logged in to the current Progeny session with your old password. The next time that you log in to Progeny, you must log in using your new password.

To change a user password as the Progeny Administrator

1. On the main menu, click Administration → User Maintenance. The User Maintenance window opens.
2. Select the user for whom you are changing the password.
3. Then click the Change Pwd The Change Password dialog box opens.
   
4. Enter the new user password. The new password must adhere to the rules that apply to any user password.
5. In the Retype New Password field, enter the password again exactly as you entered it in the New Password field.
6. Click OK. The Change Password dialog box closes. The user remains logged in to the current Progeny session with their old password. The next time that they log in to Progeny, they must log in using their new password.

To change your password as a user

As a current user, it is possible to change your password once logged into Progeny.

1. On the main menu, click Administration → Change Password. The Change Password dialog box opens.
   
2. Enter your new user password. The new password must adhere to the rules that apply to any user password.
3. In the Retype New Password field, enter the password again exactly as you entered it in the New Password field.
4. Click OK. The Change Password dialog box closes. You remain logged in to the current Progeny session with your old password. The next time that you log in to Progeny, you must log in using your new password.

To set the security levels for a user account

1. On the main menu, click Administration → User Maintenance to open the User Maintenance window.
2. In the Users pane, select the user account for which you are setting the security levels. These security levels can be enabled in the Settings pane using two methods: assigning classes or assigning specific and individual functions for the user on the Security tab and the Licensing tab.
3. When assigning permissions to users there are two methods for configuring permissions: using either the Profile Formats, or using the Security, Licensing, Client Interface, Formats, and Ambry ID’s tabs.
   • Profile formats allow you to pre-select all options within the first four tabs (Security, Licensing, Client Interface, and Formats) and tie these to a single format for fast permissions assignment. In order to create a new format within Progeny please refer to the following steps:
     1. In the User Maintenance window click on the “Manage…” button. This will open the Profile Management window.
     2. Click on the Add Format button.
     3. In the New User Profile Format window, enter the name for this new profile format in the Profile Name field.
     4. Click Add.
     5. In order to select permissions for this profile format, first, select the profile format then work through the five tabs at the bottom of the menu choosing any permissions that you wish to assign. The five tabs are detailed below.
     6. To assign this Profile Format to a user, select the user then check the Use Profile Format box and choose this format from the associated dropdown field.
   • To make manual permission assignments, select a user then work through the five tabs at the bottom of the menu choosing any permissions that you wish to assign. The five tabs are detailed below.

Security Tab

In the security tab, you can assign a user to a user class or create a new user class. To assign a user to a class click on the user then click the checkbox next to the user class you want to assign them to. To create, modify or delete a user class:

1. Click Add Class… to create a new class, then follow the instructions in the To Add a User Class section.
2. Select a user class then click Edit Class… and make any desired modifications.
3. Select a user class then click Delete Class… to remove it.

To add a User Class

A Class groups users based on the access that users have to database folders and fields. All users who are in the same class have the same level of access to the same database folders and/or fields.

1. On the main menu, click Administration → User Maintenance. The User Maintenance window opens.
2. Within the Settings window pane select the Security tab, then click the Add Class The New User Class window opens.
   
3. Enter the name for the new user class, select the desired functions that you would want this class to contain, and then click OK.
   • A message opens indicating that the user class was added successfully.
4. Click OK to close the message and return to the User Maintenance window.
5. You can now add users to the class.

To Add Users to a User Class

By default, as the Progeny administrator, when you add a new user class, you are automatically added to the class. Only non-administrator users must be explicitly added to a user class.

6. If you have not already done so, on the main menu, click Administration → User Maintenance to open the User Maintenance window.
7. In the Users pane, select the user that you are adding to a class.
8. Under the Security tab within the Settings pane, select the checkbox next to the class or classes to which you are adding the user.
9. Click Exit to close the User Maintenance window. The changes are saved when the window closes. This process can be used to carefully assign each user to their appropriate class. All users who are in the same class have the same level of access to the same database fields and/fields.

To delete a user class

When you delete a class, you delete only the class and not any users who have been assigned to the class; however, all the users who are assigned to the class will lose any security privileges for database folders and fields that were set for that class.

1. On the main menu, click Administration → User Maintenance. The User Maintenance window opens.
2. In the Users pane, select any user other than the Progeny administrator.
3. In the Security tab within the Settings pane, select the class that you are deleting. (Do not select the checkbox next to the class.) CTRL-click to select multiple classes.
4. Click Delete. A message opens asking you if you are sure that you want to delete the selected class.
5. Click Yes. A message opens indicating that the class was successfully deleted.
6. Click OK to close the message and return to the User Maintenance window.

Licensing Tab

To assign specific permissions to a user without using Classes click on the Licensing tab within the Settings pane and uncheck the Use class-based options as seen in the figure below:

Select which permissions you want to assign to this user – the table below will explain each of the permissions options.

Client Interface Tab

This tab allows you to choose whether the user will access Progeny using the classic Full Progeny Client interface, the new lightweight Patients View (web interface only), or the user-friendly Dashboard interface. The options listed in this screen allow the administrator to grant the user limited access to specific Progeny functions.  

Formats Tab

In this tab an administrator can assign formats to a user – in cases where the folders have default formatting assigned, assigning a format to a user in this tab will force Progeny to override the folder configuration and display the user’s defaults from this menu instead.

The useful item here is Toggle Spreadsheet. If configured, when the user clicks the Toggle Spreadsheet button within the client application Progeny will automatically and immediately display the format configured here without prompting or otherwise delaying the user.