Manage Security Settings is a section of EZClaim that allows the user to set up users with different permissions through User Authentication
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Turning On User Authentication
Additional Information (Troubleshooting)
General Info
Manage Security Settings is a section of EZClaim that allows users to set up individual accounts with different permissions through User Authentication.
By default, User Authentication is disabled, granting all users non-admin-related permissions.
Admin-related permissions grant access to Program Setup, Manage Security Settings, Add-on Library, and other hidden sections such as Report Designer, Validation Rules, Find and Replace Payer & Physician, etc.
Important: Before enabling User Authentication, users must create individual users in Manage Security Settings.
Failure to do so will result in a prompt for a username and password.
If the user does not know the admin password, they will be unable to access the program.
Benefits
User Logging
Enabling User Authentication in EZClaim offers numerous benefits for companies with multiple users.
When User Authentication is disabled, all actions performed in EZClaim are logged under the generic username USER. This may not be a concern for local EZClaim customers, as the Computer Name is also logged. However, for EZClaim Cloud users, the Computer Name is not unique to each user.
By enabling User Authentication, EZClaim displays the Username of the person who made the changes, making it easier to track user activity.
Furthermore, certain reports include a User filter, allowing users to run reports based on specific individuals.
User Permissions
It is crucial for companies to assign different permissions to their employees.
User Authentication can be highly advantageous in this regard, as it allows administrators to grant varying levels of access, ranging from full access to read-only.
Before assigning these permissions to specific users, it is essential for the administrator to have a thorough understanding of each permission.
Creating Users
When creating users, it is important to note that these usernames are different from the ones that customers use to log into Remote Desktop Cloud.
These usernames are separate from their @ezclaimcloud.com usernames and passwords.
The Admin of the account will be responsible for creating these usernames.
Note: EZClaim does not generate User Authentication usernames or passwords
In case users forget their username or password, they should contact the admin who initially set up the User Authentication.
Note:
For admins setting up User Authentication, the required steps include the creation of a username and password.
- There are no password requirements for the password, it can be anything you wish
- The password will never expire
- If a user forgets their password, only someone with the admin password can set a new password
Windows User (Optional)
This feature was designed to enhance user experience and streamline the process of using User Authentication.
By enabling this option, users can avoid the inconvenience of entering a second set of credentials after launching EZClaim.
To utilize this feature, you need to associate the Windows Login (Cloud Login for Cloud) with your username.
For example, if your Cloud Login is EZ2 and your username is ABeckwith, you would enter EZ2 in the Windows User (Optional) field of Manage Security Settings. As a result, when you log into Remote Desktop with EZ2, you will be automatically logged in as the ABeckwith username without being prompted for a second set of credentials.
Turning On User Authentication
After enabling User Authentication, you will need to close and reopen EZClaim in order to log in with your username and access the set permissions.
Additional Information (Troubleshooting)
- If you have multiple Company Files, you will need to create users in each Company File.
- If you receive the message Username Could Not be Found that means the username you are trying to log in with has not been created in the Company File. You may also want to confirm the spelling.
- If you have granted access to users for specific Company Files, they may encounter an issue where they are trying to connect to a Company File that they do not have access to.
- In such cases, the user can simply press CTRL + ALT + O (Or Cmd+Option+O for MAC) to switch to a different company file.
- If a user receives the message Your Password Does Not Match Your Username, it indicates that the user has entered the incorrect password.
- In this case, the Admin will need to log into the Company File to reset the password and provide it to the user.
