Test - Web Portal Account Management

There are two ways users can gain access to the portal.

1.Users can register for Portal access on the portal website. Note: This registration process does not give the user immediate access to the portal. When a user registers, authorized personnel have to manually activate the user account and associate the user to a lab in VetView.

2. User access can be setup manually using the Web Portal Account Management section in the main VetView software. Expand the options below for more information.

To access the Web Portal Account Management screen, login to VetView then click on the “Navigation” option and in the “User Account and Setup Data” section click on the “Web Portal Account Management” option.

On the Web Portal Management Screen, you can search for a specific portal user and access the account from the result grid.

Add New Account

To add a new account click the New Account button provided in the Search Results grid on the Portal Management page.

Here you can enter some basic information about the user. 

Once you enter and save the basic information, the screen refreshes to display sections and tabs where you can add additional information.

• Send Welcome Email: When lab personnel setup user accounts using the Web Portal Management page in VetView, they can send out a welcome email to the user with information regarding the account.

Account Status

• Active: Check this box to activate the user account.
• Locked: Check this box to lock the user account.
• Expired: Check this box to expire the user account.
• Password Expired: Check this box to expire the user account password.
  
• Created/ by: This field indicates the day the user account was created and by whom.
  
• Updated/ by: This field display the day any updates were made to the user account and by whom.
  
• Successful Login: The field displays the date and time of the last successful user login.
  
• Failed Login: This field displays when the user had a failed login attempt.
  
• Times: This field indicates the number of times the user's login attempt failed. The user account is automatically locked after 5 failed login attempts.

Change Password

This section can be used to manually change the accounts' password.

Mapped Client List

Here you can map the portal account user to clients setup in VetView.

To map a portal user to a client, click the Add button. The pop up shown in the image below is displayed. Select the client from the drop down and check all boxes that apply and click the Save button.

• Client: Select the Client that you would like to associate with the portal account. (The drop down provides a list of all existing lab clients in VetView).
• View Accessions: Check this box to give client access to accessions through the portal.
• View Accounting Transactions: Check this box to give the client access to accounting transactions.
• Allow Online Credit Card Payments: Checking this box will allow the client to make payments on the portal. For this feature to be fully functional, ensure that a payment processing system has been configured.

Mapped Laboratory List

Here you can associate different labs with the portal account.

To map a lab to the portal account. Click the Add button. The pop up shown in the image below is displayed. Select the lab from the given drop down. ( Only the labs already setup in VetView are displayed in the drop down)

Click the Delete button to removing the mapped lab from the list.

This tab is used when setting up a admin portal user.

• Login As User: 
• View All Accessions: Check this box if you want the admin user to be able to access all accessions through the portal.
• Download Log: Check this box to allow the user to download error logs.
• Access Monitoring Page: Check this box to allow the user access to the monitoring page.