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Users
Users are individuals with access to hc1. They can be grouped based on roles and access to records in hc1.
Legend:
★ Required
➤ Recommended/drive dashboards
hc1 related field
⊙ Optional
⨀ SaveMode
Selects a method of creating or updating records. Must be one of the options below.
- insert — Will only create new records. If data already exists, an error will be thrown.
- upsert — Will look for existing data and update it if found; if not found, a new record will be created.
- update — Will only update existing records. If data is not found, an error will be thrown.
★ FirstName Free text
🔍︎
- John
★ LastName Free text
🔍︎
- Smith
★ Email Email address format
🔍︎
Must be a unique email address.
- User@email.com
★ Password Free text
Not used in the UI, but required for import purposes. Use the example below and a new password will be required as part of the hc1 invite.
- Test123!
★ UserTypeName
🔍︎
Must be one of the options below.
- Collector
- Healthcare Relationship Management User
★ Roles
Related to hc1
Roles
🔍︎
This reflects the role within hc1. Must match an existing role in hc1.
- Admin
- Operations
- Customer Service
- Sales
- Provider
- Manager
- Interface
- Insight Dashboard
- Insight Discussion
- Insight Report
★ UACTrees
Related to hc1
UACTrees
🔍︎
Name of all the User Access Control (UAC) trees that the user belongs in.
- Sales Tree
- Sales Tree^Marketing Tree
★ UACNodes
Related to hc1
UACNodes
🔍︎
Populates the access control nodes on the user admin page. If this is empty, user will have no access to organizations.
- West
- West^Campaign
➤ UserProfileName
Related to hc1
User Profiles
🔍︎
This is a user profile in hc1. Must match an existing profile name.
- Sales
⨀BIRole
🔍︎
This reflects the user's business intelligence (BI) role within hc1. Must match an option below.
- BIADMIN
- BIWRITER
- BIREPORTREADER
- BIUSERADMIN
⨀ IsSalesRep Boolean
🔍︎
Determines whether a user is a Sales Rep in hc1. Defaults to false.
- false
- true
⨀ Active Boolean
🔍︎
Defaults to true.
- false
- true
⨀ DistributionGroupNames
Related to hc1
Distribution Groups
🔍︎
Used for notifying groups of users. Must match an existing distribution group in hc1.
- Sales
⨀ DistributionGroupMode
Used to replace a user's current distribution groups, or add an additional group.
- Replace
- Add
LinkedContactConnID
Related to hc1
Connection ID
Used to link user to an existing contact. Must match interface connection ID built in hc1. Used for users with UserTypeName "Collector."
LinkedContactHostCode
Used to link user to an existing contact. Must match contact's unique HostCode. Used for users with UserTypeName "Collector."
LinkedProviderConnID
Related to hc1
Connection ID
Used to link user to an existing provider. Must match interface connection ID built in hc1. Used for users with UserTypeName "Collector."
LinkedProviderHostCode
Used to link user to an existing provider. Must match provider's unique HostCode. Used for users with UserTypeName "Collector."
LinkedPatientConnID
Related to hc1
Connection ID
Used to link user to an existing patient. Must match interface connection ID built in hc1. Used for users with UserTypeName "Collector."
LinkedPatientHostCode
Used to link user to an existing patient. Must match patient's unique HostCode. Used for users with UserTypeName "Collector."
⨀ TwoFactorAuthType
🔍︎
Used to select a two-factor authentication type for the user. Must be one of the two options below.
- SMS
⨀ SMSNumber Free text
🔍︎
The user's SMS Number for two-factor authentication.
⨀ SendUserEmail Boolean
When set to true, an email will automatically be sent to a new user upon creation. Defaults to false.
- false
- true