Admin's Guide to Effective User List Management
Navigate to the User List
1. Select the Setup Tab.
2. Select the User Tab to display your current list of users. Your total user count is also displayed in the bottom right-hand corner of the report.
If you have questions concerning your total allotment of user accounts in Dialog Health, please reach out to our support line. Alternatively, you can also engage your account manager for assistance evaluating your current Dialog Health agreement.
How to Manage Your User List
In your role as an administrator, you have the authority to oversee your user list through the following actions:
- Reviewing the recent login timestamp of team members
- Removing accounts upon a team member's departure from the organization
- Restoring access to accounts if a team member surpasses three unsuccessful login attempts
- Tracking the total number of users with active access to Dialog Health
Dialog Health strongly advises implementing the best practice of promptly deleting user accounts as soon as a staff member departs from your organization. Even in cases where the former staff member possesses both the URL to Dialog Health and the credentials (username and password) for their account, the possibility remains that they could potentially gain unauthorized access to Dialog Health outside of your organization. For further insight into the process of deleting accounts, click HERE. Feel free to contact our support line for any adjustments to your user list, including:
- Updating a team member's email address
- Modifying a user's First/Last Name
- Revising the contact phone number
- Changing a user's position or console role
- Request for additional user(s) to your existing roster
If you intend to request new user access to Dialog Health, ensure that the submission originates from an account with administrative privileges. We are unable to accommodate requests that come from users with User or Manager roles. Dialog Health upholds a vigilant stance when it comes to granting access to Protected Health Information (PHI), prioritizing the safeguarding of your patient data.
When submitting a request to ADD additional users, please include the new users' First Name, Last Name, Email Address, and the Console Role you'd like them to have. If the console role is not identified, the user will be granted our most basic console role, User access. While additional details such as the contact phone and position of the team member can be supplied, they are not required to create the account. Your compliance with these guidelines ensures a secure and seamless user management experience.
Export the User List
1. In the bottom left-hand corner of the report, select Export.
2. The Export window will appear and allow you to choose from three different formats for you to download your user list (CSV, HTML, and XML). Select Export after you have picked your preferred format.
Exporting your user list from Dialog Health via CSV allows you to easily manipulate your user list in Excel. Make changes to your user list with this export functionality and send changes to our support line. Our support line is monitored Monday through Friday from 8:00 am – 6:00 pm CST
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