MX Access - Manifest Medex

MX Access

Admin User Guide

Table of Contents

1.

Getting Started .............................................................................................................. 4

a.

Browser support ....................................................................................................................4

b.

Logging in to MX Access .........................................................................................................4

i.

2.

Logging in to MX Access with MFA enabled ............................................................................................... 5

MX Home Page .............................................................................................................. 7

a.

b.

Menu.....................................................................................................................................7

i.

ii.

Account profile ......................................................................................................................8

My Account ................................................................................................................................................. 8

Change Password ........................................................................................................................................ 9

c.

Help..................................................................................................................................... 10

d.

Logout .................................................................................................................................11

3.

MX Admin Homepage .................................................................................................. 11

a.

Displayed users .................................................................................................................... 12

b.

Searching for a user ............................................................................................................. 12

4.

Creating Accounts ........................................................................................................ 13

a.

Individual user ..................................................................................................................... 13

i.

ii.

iii.

iv.

b.

5.

Details ....................................................................................................................................................... 14

Facilities..................................................................................................................................................... 14

Roles .......................................................................................................................................................... 15

Enabling MFA ............................................................................................................................................ 16

Bulk load ............................................................................................................................. 17

Managing A User ......................................................................................................... 19

a.

User account........................................................................................................................ 19

i.

ii.

iii.

User¡¯s details ............................................................................................................................................. 20

User¡¯s facilities .......................................................................................................................................... 20

User¡¯s roles................................................................................................................................................ 21

b.

Resend invite email .............................................................................................................. 21

c.

Unlock user account ............................................................................................................. 22

d.

Deactivate/reactivate account ............................................................................................. 22

e.

MFA settings ........................................................................................................................ 23

6.

Troubleshooting ........................................................................................................... 24

a.

My invitation email .............................................................................................................. 24

i.

b.

c.

i.

User¡¯s email invitation .............................................................................................................................. 24

My invitation expired ........................................................................................................... 24

User¡¯s invitation expired ........................................................................................................................... 24

Forgot username.................................................................................................................. 24

d.

Forgot password .................................................................................................................. 25

i.

ii.

iii.

e.

MX login page ........................................................................................................................................... 25

Emailing MX support ................................................................................................................................. 27

Reset a user¡¯s account .............................................................................................................................. 28

My account locked ............................................................................................................... 28

i.

User¡¯s account locked ............................................................................................................................... 28

f.

Account deactivation or reactivation .................................................................................... 28

g.

MFA error message .............................................................................................................. 28

1. Getting Started

Manifest MedEx has a new design and system infrastructure that will bring you fast, easy, and

reliable access to health information from the network. The purpose of this document is to

describe the key concepts within MX Access that will enable effective use of the solution. This

document is intended as a guide for Admin users.

a. Browser support

MX Access is supported by the following browsers:

? Windows

o Chrome

o Edge

o Firefox

o Internet Explorer 11

? Mac OS

o Chrome

o Firefox

? Linux

o Firefox

? iOS

o Safari

? Android

o Chrome

b. Logging in to MX Access

MX support will create org admin accounts, and org admins will create facility admin

accounts. Once your account is created, you will receive an email invitation with your

username, temporary password, and URL. To complete your registration, please follow

these steps to log in for the first time:

1. Open your email invitation. The email will include your username, temporary

password, and URL. The email will be valid for seven days. If you are unable

to register within seven days, please refer to ¡°Troubleshooting: Invitation

expired.¡±

2. Click on the URL in the email. You will be brought to the MX login page.

Enter your username and temporary password.

Figure 1: Login Page

3. Once you have entered your credentials, you will be prompted to change your

password. Your password must meet the following criteria:

? At least 8 characters

? No more than 64 characters

? At least 1 lowercase alphabetic character

? At least 1 uppercase alphabetic character

? At least 1 numeric character

? At least 1 symbol character

? You will not be able to reuse your last 6 passwords

Figure 2: New Password Required

4. Upon successfully changing your password, a confirmation screen will

display. Click Close to close the window and log in using your new password.

Figure 3: Successfully Changed Password

i.

Logging in to MX Access with MFA enabled

Manifest MedEx now offers an additional security step when logging in. You can

choose to have a multifactor authentication (MFA) set up on your account. If the

MFA is enabled, you will receive an authentication code on your mobile phone that

you will be required to enter after entering your username and password. If you

choose to enable MFA and this is your first time logging in, please follow these steps:

1. Open your email invitation. The email will include username, temporary

password, and URL. The email will be valid for seven days. If you were unable to

register within seven days, please refer to ¡°Troubleshooting: Invitation expired.¡±

2. Click on the URL in the email. You will be brought to the MX login page. Enter

your username and temporary password.

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download