1. Welcome to the Adding/ Editing Users lesson for the North Carolina Immunization Registry. This lesson is only intended for Administrators

2. You will first need to log in to the NCIR Click on Manage Users

3. After clicking Manage Users you will be redirected to the User screen where you can add new users or edit existing users. Let’s see how to add a user. Click Add User

4. After each employee registers with NCID, they will be given a Username and they must give that username to the Administrator for them to be added as a user. Enter the Username here Then Click Verify Once you verified the user their personal information will populate the boxes on this screen. This is where you can assign the user role for each employee. (see next slide for definitions) Once you enter all the information click Save.

5. Definition of User Roles Administrator: this is the main contact for the NCIR within the health care organization. The administrator is responsible for the maintenance of all organization specific information, including users, sites and clinicians. This user may run reminder/ recall reports and Clinic Assessment Software Application (CASA) extracts. The administrator also can access the functions available to the following roles. It is recommended that you have at least 2 administrators within your organization (one primary and at least one back-up) Inventory Control: The inventory control user is responsible for managing the organization’s inventory of vaccines. This person may use NCIR to view the organization’s inventory, add vaccines, update vaccines, view inventory transactions, submit inventory counts and view inventory reports including the Vaccine Accountability Statement. The inventory control user has access to the functions available to typical and reports only users. Your health department may have 2 inventory control users. Typical User: This is the primary user of the NCIR. The typical user adds, edits, and finds clients, manages immunization information and prints immunization reports for clients. The number of typical users is unlimited. Reports Only: The reports only user has access to client query information and may print client specific reports. This user may not edit or update information in the registry. The number of reports only users is unlimited.

6. After you click Save you will be sent back to the User Search screen where you can edit a user by clicking on their Last Name in blue. This will bring up the Edit User screen From here you can edit any of the User information. In addition, you can also see if a user has locked themselves out of the system by looking under the NCID Status. It will say Locked, if they are locked out of the system. If you make any changes click Save to save those changes and you will be sent back to the User Search screen.

7. This concludes the Adding/ Editing Users lesson. If you have any questions please feel free to contact your Regional Consultant or the Immunization Branch Help Desk