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Assigning Access to the Clinical Tasking Inbox

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In this Quick Reference Guide, users will learn how to delegate access to a users Clinical Tasking Inbox.

The steps discussed in this material, is intended for users with Super User and Administrative Rights ONLY.

Admin Menu

To Delegate access to a users Clinical Tasking Inbox:

 

  1. Click the Admin menu
  2. Hover mouse over Work Flow Manager
  3. Select Administrator from the extended menu

Work Flow Manager

In the Work Flow Manager: Administrator window:

 

  1. Click the Users tab (If user is a provider then select the Providers tab)
  2. Select the desired user
  3. Click Modify

In the Delegates section of the Work Flow Manager:

 

  1. Click the Users tab (If user is a provider then select the Providers tab)
  2. Select the user(s) you are giving access.
  3. Click Add to either allow the user to Use Always, or Only When user is Out of Office
  4. Click OK

Conclusion

A soft log out will need to be performed in order for the users Inbox to become available.

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