Users are set up and maintained via Administration - Users.
Users have:
These determine what the user can do. See User Requirements for the requirements of particular users.
User Groups can also be created via Administration - Groups. These are used only to allow messages to be sent to multiple users and cannot be used to set categories and roles for groups of users.
Users have a unique Login Name, used to log in to OpenVPMS.
There is no restriction against multiple people logging on to the system at the same time, with the same Login Name.
If you choose to operate with logins that reflect functions (such as reception, pharmacy, and nurse) rather than names, multiple people can log in as 'reception' at the same time. However, in this environment there will be less tracking of who did what.
Users have a Password, used to log in to OpenVPMS.
Passwords should be at least 8 characters long, and contain a mixture of uppercase and lowercase characters, numbers and special characters. This makes it harder for attackers to guess passwords.
Passwords requirements are determined by the Password Policy, configured in Administration - User.
Passwords can be set:
This requires:
For security, codes expire after a short period of time and there is a limit to the number of times they can be entered incorrectly.
Users have Name, Description, Title, First Name, Last Name and Qualifications fields.
The Name is used for querying and display purposes, e.g. GB, George Brown, or Dr George Brown.
There is benefit in using short names (like GB), because it makes it easier to quickly enter them.
If you are using short names, then the user's description should be set to the full name, e.g. Dr George Brown or even Dr George Brown BSc(Vetbiol), BVMS(Hons). This can then be displayed on forms and certificates.
The Title, First Name, Last Name and Qualifications fields are optional, but should be entered as they are often required by 3rd party systems. They can also be used for reporting.
Users have a 'colour' which determines how their names are highlighted on certain screens - notably the Scheduling, Work List, and Rostering screens.
The system comes with four categories:
Additional categories can be added using Administration - Lookups - User Types. A user can belong to more that one category e.g. a user could be both a Clinician and an Administrator.
Administrators get:
Only users with Clinician category displayed in the 'Clinician' pull-down list shown on various screens.
The following roles are included for web application users:
Role | Authorities |
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Administrator Perform all operations. |
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Base Role The base role for all web application users. |
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Account Manager Manage customer accounts |
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Account Administrator Administer customer accounts
If a user is granted this role, they should also be granted Account Manager |
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Clinician Create and remove Prescriptions |
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Insurance Claims Create and remove Insurance Claims |
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Practice Manager Manage all customer and patient information |
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Schedule Manager Create and update Calendar Blocks and Shifts |
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Schedule Administrator Remove Calendar Blocks and Shifts
If a user is granted this role, they should also be granted Schedule Manager. |
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Stock Manager Manage Product Batches, Adjustments, Transfers, Orders and Deliveries, create and update Suppliers. |
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Stock Administrator Manage Products, remove Supplier Orders and Deliveries, remove Suppliers
If a user is granted this role, they should also be granted Stock Manager. |
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The following roles are defined for system users, such as plugins or web services.
Role | Authorities |
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Online Booking Make appointments
This is a restricted role for users created to enable external services to make online bookings (e.g. PetYeti, Vetstoria). |
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Each user has a 'level' from 0 to 9. Reports also have a level. A user cannot run a report with a level higher than their own.
Different sorts of users have different Category and Role requirements.
User | Categories | Roles |
Account Administrators |
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Account Managers |
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Administrators | Administrator |
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Clinicians | Clinician |
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Nurses | Nurse |
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Practice Managers |
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Receptionists | Reception |
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Schedule Administrators |
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Schedule Managers |
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Stock Administrators |
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Stock Managers |
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