A Workbench administrator is a HealthShare Workbench user who holds all possible privileges — equivalent to a super user.

To create a Workbench administrator:

1. Log in to the Workbench as _SYSTEM, Admin, SuperUser, or the user who performed the installation, at http:// <hostname> / <workbench-web-application> /HSPortal.Workbench.UI.Home.zen .

   The password for each of these users is the one that you established in the installation program.

2. Within the Workbench, go to the Workbench Users page:

   1. Select the Setup tab.

   2. In the left pane, select User Management .

3. On the Workbench Users page, select Create User Account . This displays the Create User Account page.

4. On the Create User Account page , complete the fields as follows:

   • Login Domain — The authentication domain for Workbench users, as specified on the Site Configuration page.

   • Login ID — Required. The value that the user enters to log in to the Workbench. Each user ID can potentially have multiple login IDs, one for each authentication domain.

   • User ID — Required. The user’s identifier as displayed in the Workbench and that is a unique identifier in the Unified Care Record user registry. It need not be the same as the login ID.

   • Description — Optional. Text associated with this account.

   • First name — Required. The first name of the Workbench user.

   • Middle name — Optional. The middle initial or middle name of the Workbench user.

   • Last name — Required. The last name of the Workbench user.

   • User enabled — Whether or not the account is activated. The administrator must be enabled.

   • Change password on next login — Optional. Whether or not the administrator must change their password from the initial or current one.

   • Password and Confirm password — Required. The password associated with the account, entered twice to confirm it.

   • Full Workbench Administrator — A role granting the complete and maximum set of privileges that a Workbench administrator can hold, aside from processing tasks. Hence, granting the user this role grants the user all other roles except for Task Processing (which is also required) and Dashboards and Reports Administrator. For more information about Workbench roles, see the section “About Workbench Roles” in the guide Configuring HealthShare Personal Community.

   • Task Processing — A role granting the ability to perform activities on the Tasks tab. This role is required for a Workbench administrator.

   • Dashboards and Reports Administrator — A role granting the ability to view all data associated with Personal Community operational reporting.

     IMPORTANT

     This is a highly privileged role, as it provides access to reporting data for all organizations and clinical groups. Note also that this role differs from the Dashboards and Reports role; the Dashboards and Reports role, which is part of the general Workbench roles, grants only access to the Dashboards page.

   • Access to Clinical Group Dashboards — The clinical groups for which the Workbench administrator can view reports.

     If a Workbench administrator has all possible privileges, this field must list all clinical groups. However, clinical groups must exist before you can grant access to them. Hence, as you add clinical groups to Personal Community after you create the Workbench administrator, add the groups to this list so that the administrator can view meaningful use reports on them.

   • Access to Organization Dashboards — The organizations for which the Workbench administrator can view meaningful use reports. To grant a Workbench administrator full privileges, include all organizations in this field.

     If a Workbench administrator has all possible privileges, this field must list all organizations. However, organizations must exist before you can grant access to them. Hence, as you add organizations to Personal Community after you create the Workbench administrator, add the organizations to this list so that the administrator can view meaningful use reports on them.

5. Select Create User to create the Workbench administrator.

Once you have created a Workbench administrator, the administrator can start configuring features.

You can disable a Workbench user in the Workbench, which makes the account inactive but does not remove it. To do this:

1. Log into the Workbench as a Workbench administrator.

2. In the Workbench, go to the Setup tab.

3. In the Setup tab’s activity pane, select User Management . This displays the Manage Workbench Users page.

4. On the Manage Workbench Users page, select the user to disable from the list. This displays the User Account Details page for the user.

5. On the User Account Details page, clear the User enabled check box if it marked; if it already cleared, the Workbench user is already disabled.

6. Select the Update User button at the bottom of the page.

You can configure Personal Community to support password reset. When password reset is enabled:

1. If a Workbench user attempts to log in with a password that is not valid, the login fails and the Workbench displays a Reset Password button.

2. When the Workbench user selects this button, Personal Community prompts them with their challenge question.

3. After answering the challenge question, the Workbench user can reset their password.

To enable password reset for Workbench users, set up the Unified Care Record Registry as follows:

• Add HS.Registry.Person.User.PWEmailOperation to your production and configure it as described in the section “ Enabling the Forgot Password Workflow with the HealthShare Login Page for Instance Authentication ” in the Securing Unified Care Record Instances guide.

• Define users with an email address, a challenge question, and a challenge answer in the HealthShare user registry.

The following are the Workbench roles, which enable Workbench users to perform tasks of various kinds. When you are creating or modifying a Workbench user, each of these roles is listed with a check box for granting it to or removing it from a user.

The following content files relate to messaging, which you may wish to update:

Content Files for the Public Application

Help Files for the Workbench

Tasks

Messages

To modify page content:

1. In the Workbench, enable the setting that displays the source file for each page’s content in the public application:

   1. Log into the Workbench as a user with the Configuration Manager role.

   2. Go to the Site Configuration Settings page ( Setup > Site Configuration ).

   3. In the Content Settings section, select Highlight Personal Community content .

   4. Select Apply .

   This is also known as enabling content highlighting or enabling the debug flag .

2. If there is not already a custom copy of the content file, copy the existing file from

   <hspc-home>/base/content/en/

   to

   <hspc-home>/custom/content/en/

   Note

   If such a file already exists, do not create a new copy, as this may overwrite any customizations your organization has already made in it.

3. Edit the custom copy of the file as required for your organization.

   Note

   1. If this is a right to left language, the files should contain:

   <html dir= "rtl" ></html>

   The customer would then put their content within the tags.

4. Refresh the content for your organization's site.

To refresh content:

1. Log into the Workbench as a user who has the Configuration Manager role.

2. Go to the Content tab.

3. On the activity pane, select Content Updates . This displays the Content Updates page.

4. On the Content Updates page, choose Refresh Content .

This updates every aspect of each application to display the custom content, including text, images, and so on.