Adding users to data access groups

Add users to data access groups so that they can access the protected health information of clients in the group.

1. Sign in with your security administrator credentials.
   Your home page opens.
2. Click Data Access > Data Access Groups.
   The Data Access Groups page opens. Existing data access groups are displayed.
3. Click the data access group name. The data access group home page opens.
4. Select the Users tab.
   Existing users in the group are displayed.
5. Click Add.
   The Add User page opens.
6. Enter the following search criteria and click Search.
   • Name
   • Workspaces: The search results show only active users by default. You can search for closed user accounts by setting the Workspace criteria to Inactive.
7. Select the user.
8. Click Add to add the user to the group.