Skip to main content

Groups

You add users to PHC by creating a group and adding individuals to that group. All PHC users are members of at least one group. You invite a user to their initial group with an email that gives them PHC access.

Several default groups exist, including Administrators, Users, and Subjects. These default groups have matching access control policies and may be sufficient for the needs of a simple organization. Before you create a custom group, View existing groups and access control policies to see if the default groups meet your needs.

The term user means someone who uses or configures PHC, such as a health professional, researcher, or admin. Subjects are often patients or subjects of a study that supply PHC data. Subjects may have limited interaction with PHC, such as answering a survey or being able to view their own data, or they may never interact with PHC.

note

If these menu items do not appear, contact your admin for additional permissions.

View existing groups and access control policies

  1. Click the logo at the top of the page.
  2. Click Account Info to display the Account Info page.
  3. On the Account Info page, click on the Groups tab or the Access Control tab.

Access Control Login

Create, edit, or delete a group

  1. Click the logo Access Control Login at the top of the page.
  2. Click Account Info to display the Account Info page. Create Group
  3. On the Account Info page, click on the Groups tab.
  4. To create a new group, click New Group.
    1. Enter a Group Name.
    2. Enter a Group Description (optional).
    3. Click Add.
  5. To edit a group, click the ... next to the group's Group Description and click Edit Group.
  6. To delete a group, click the ... next to the group's Group Description and click Delete Group.

Invite a user to a group with email

You must invite users to their first group with this email invitation to the PHC. After a user joins their first group, the admin can easily add them to additional groups, see Add a user to a group with the Users tab.

  1. Click the logo at the top of the screen to go to the home screen and then click on Account Info. Access Control Account

  2. On the Account Info page, click on the Groups tab, find your desired group, and click New Invitation.

    New Invite

  3. On the Invite User dialog that appears, fill in the Email field, click on the login method you want, and click Invite.

    New Invite

caution

Invitations expire after thirty days and are no longer displayed on the Invitations page. Repeat the Invite users to a group procedure to renew an invitation.

Accept an email invitation

When an administrator invites a user, PHC automatically generates and sends an invitation email.

  1. Open the email and click on the Signup or login button. Your browser opens the Create Account screen.
  2. Enter your first name, last name, and a username. PHC fills in your email fields automatically.
  3. Click Passwordless.
  4. Click SIGN UP to be logged into PHC.
  5. Click Join on the Accept Invitation dialog that appears.

Group Invitation

Add a user to a group with the Users tab

note

If these menu items do not appear, contact your admin for additional permissions.

  1. On the Account Info page, click on the Users tab and scroll or search to find your desired user.
  2. Mouse over the user's row to reveal the hidden menu and click the add this user to a group icon. Add User
  3. On the dialog that appears, click the Select a group menu to find the desired group and click Add.

Add User Select

View groups and policies for a user

  1. Click the logo at the top of the screen to go to the home screen and then click on Account Info. Access Control Account

  2. On the Account Info page, click on the Users tab and scroll or search for the desired user.

  3. To reveal the groups that contain the user, mouse over the user's row to reveal the hidden menu and click the User's Group Membership icon.

  4. To add this user to a group, mouse over the user's row to reveal the hidden menu and click the Add this user to a group icon.

  5. To reveal the policies that affect the user, mouse over the user's row to reveal the hidden menu and click the View the policies for this user icon. View Groups