All users can manage their user profile. If you are a Novari Support Coordinator, you can manage your user profiles as well. 

The user profile is divided into sections: Person details, Account, Locations, eRequest User Settings. Depending on your permissions and the Novari applications at your workplace, you may see all the sections or just the first two. 

Non-support coordinator users see only their Person details or Person details and Account. (Not all persons have accounts.) 

There are two ways of navigating around User profile: select an item to jump to the section or use the scrollbar at the right of the browser window. 

Person details 

• Change the person’s first or last name 

• Both first and last names are mandatory 

• Change the person’s designations

• Select all that apply 

Account 

• Enable or lock a person’s account 

• Locking a person’s account stops the person from signing in to their Novari applications 

• See when a user last signed in 

• Edit a user’s associated clients 

• Manage an eRequest user’s roles 

• Change your password or assign a temporary password to a user 

• If a user is unable to sign in due to a forgotten password, that password can be reset. In Change password, enter a temporary password. You must provide the user with the temporary password. The user will be prompted to create a new password on their next sign-in. 

• Enable or disable if partner sign-in is required 

• Identify if the user is a health information custodian 

Locations (for eRequest Admins only)  

• Add a location to a person 

• Remove a location from a person 

• View a person’s locations 

• Navigate to a location to view or edit its settings 

eRequest User Settings (for eRequest Users and eRequest Admins)  

• Enable side-by-side viewing 

• Enable inbox auto-return 

• Upload fax templates 

• Manage the dashboards a user has access to (eRequest admins only) 

• Manage the inboxes the user has access to (eRequest admins only)