Working with Users

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When you first setup myEZClaim.com, you will need to create user logins for the people who will be using myEZClaim.com. When you create the users, you will assign roles to them that will allow them to add, edit or delete claims and print reports.You must have administrative rights (Administer Account role) to create users.

Creating a User

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Users. The Users page opens. A list of Users is displayed.

3. Click the Add Users button. The New User dialog box opens.

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4. In the Full Name box, enter the name of the user.

5. In the Logon Name box, enter the logon name of the user. Logon names must be unique.

6. In the Logon Password box, type the password.

7. In the Confirm Password box, retype the password.

8. In the Email Address box, enter the email address for the user.

9. In the Region box, select the region from the list.

10. Select the Default Currency for this user from the drop-down list.

11. Move to the Line 1 box and enter the first address line.

12. Some addresses may require two lines for the address. You can use Line 1 and Line 2 in these cases. For example, you can enter both the street address and the post office box information for a business. Move to the Line 2 box, if necessary, and enter the second address line.

13. Move to the City/State box and enter the city.

14. Select a State/Province from the list.If the State/Province is not in the list, move to the Country box and select a country. Once you have selected a country you can enter the State/Province.

15. Move to the Zip/Country box and enter the zip code and select the country from the list. If you've entered both a street address and a post office box, enter the zip code for the post office box.

16. Click the Phone # tab.

17. Move to the Phone/Ext box and enter the phone number and extension.

18. Move to the Fax box and enter the fax number.

19. Move to the Cellular box and enter the cellular phone number.

20. Move to the Other/Ext box and enter an alternate phone number.

NOTE: You must save the record before you can assign Roles and Companies to the user.

21. Click the Save button to save the record. Click the Close button if you do not want to save this new record. Either way, you return to the user listing window. If you saved the new user, it is displayed in the list. Otherwise, there is no new entry.

22. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Assigning Roles and Companies to Users

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Users. The Users page opens. A list of Users is displayed.

3. Click the user you want to assign Roles. The User Properties dialog box opens.

4. Click the Roles tab.

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5. Select the roles that you want this user to have. Some roles will automatically be selected when you select a role. This is because the user must have that role in order to do the role you just selected.

6. Click the Companies tab.

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7. By default, the user has permission to all companies. If the user should not be able to access a company, disable that company by clicking the check box next to it.

8. Click the Save button to save the record. Click the Close button if you do not want to save this record. Either way, you return to the user listing window.

Editing an Existing User

You can edit an existing user at any time. The process of editing an existing user is similar to that of creating a new user.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Users. The Users page opens. A list of Users is displayed.

3. Click the user you want to edit. The User Properties dialog box opens.

4. Make the necessary changes.

5. Click the Save button to save the changes. You will be returned to the user listing page.

Deleting an Existing User

You can delete an existing user at any time as long as they have not created any records. The process of editing an existing user is similar to that of creating a new user.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Users. The Users page opens. A list of Users is displayed.

3. Click the user you want to delete. The User Properties dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the user, click Cancel to leave the user record and return to the listing window. If you click OK, the user record is permanently removed from the list, as long as it is not associated with any claims. If it is associated with any claims, an error message is displayed. Click Close to return to the address listing window. The user is not deleted.