Interactive Reference Documentation
Welcome to the Smart Tracker User Management guide. In this comprehensive guide, you'll learn how to effectively manage user accounts, configure role-based permissions, and implement security best practices to protect your organization's sensitive health data.
To begin managing users, click User Management in the left sidebar. This opens the User Management section where you can access Roles, Users, and Temporary user settings. The interface provides a clean, organized view of all user administration functions.
Click "User Management" in the sidebar navigation
View the available tabs: Roles, Users, and Settings
Navigate between sections to manage different aspects of user administration
Within the Roles tab, you can view all system roles including Admin, Care Coordination, Chanda Center Provider, Community Partner Provider, Finance, and Front Desk. Each role has specific permissions that control what users can access and modify.
When viewing a role, you'll see all permissions assigned to that role. This helps you understand exactly what users with this role can do in the system.
Click the eye icon next to any role to view its details
Review all assigned permissions for that role
Click "Back to roles" to return to the roles list
To edit a role, click the pencil icon. You'll see a comprehensive list of permissions organized by category. Scroll through the permissions and select the checkboxes to add permissions to the role.
Smart Tracker offers granular permission control. Carefully select only those permissions needed for the role. This principle of least privilege ensures users have access to exactly what they need, nothing more.
Click the pencil icon next to the role you want to edit
Review permission categories and understand what each permission grants
Select checkboxes for permissions this role should have
Scroll to the bottom and click "Save" to apply changes
In the Users tab, click the eye icon next to any user to view their complete profile. This shows their personal information, assigned roles, and account status.
To edit a user, click the pencil icon. You can modify their profile information including name, email, phone, and role assignments. This is where you control which roles and therefore which permissions each user has in the system.
Click the pencil icon next to the user you want to edit
Update profile information (name, email, phone, etc.)
Modify role assignments to change user permissions
Click "Save" at the bottom to apply all changes
To reset a user's password, navigate to their profile by clicking edit, scroll down to the bottom of the page, and click Reset Password on the left side. This will send an automated email to the user with instructions to create a new password.
This is a secure way to help users regain access to their accounts. The system never displays passwords to administrators, maintaining security and compliance with healthcare data regulations.
Navigate to the user's profile by clicking the pencil icon
Scroll down to the bottom of the user profile page
Click "Reset Password" on the left side
Confirm that the reset email has been sent to the user
Give users the minimum permissions needed to do their job. This reduces security risks and protects sensitive patient data.
Periodically review user permissions to ensure they still match current job responsibilities. Remove access that is no longer needed.
After editing roles or users, always click the Save button. Changes are not applied until you save. The system will confirm when changes have been successfully saved.
Use the built-in password reset feature rather than sharing passwords. This maintains audit trails and ensures secure password creation.
Click eye icon → Review permissions → Back to roles
Click pencil icon → Select permissions → Save
Users tab → Click eye icon → Review profile
Click pencil icon → Update info → Save changes
Edit user → Scroll down → Reset Password → Email sent
Always use least privilege: minimum permissions needed