Client Configurable Security Options
By default, our Management Portal has very stringent HITRUST-designated security requirements, but in cases where your organization has more specific security requirements, we can enforce an even higher level of security through client-level security options. These customizable security options allow you to utilize specific security requirements from your IT team for your organization’s user accounts. […]
Managing User and Vendor Access
Administrators can add and edit Management Portal user access for each HRA license. Along with managing the users in your organization, you can also grant any of your vendors access to your HRAs. Click the Users link under the Gear icon on the upper right corner of the screen. This will show you a listing […]
About Building URLs
Once you have customized your HRA and set up your Follow-up Plan, it’s time to build a URL for your HRA. To get started, click the Build a URL link within your HRA’s module on the dashboard. In the URLs section of Portal, you will see a table and 2 buttons. You can copy your […]
Using Corporate Override for Customizations
Corporate Customization Override allows Corporate Administrators to apply customized global settings to your organization’s apps. Turning on global settings for a section on this page will override settings for that section on each individual app of the same type. To enable this feature, navigate to the Corporate Customization section of the Management Portal. […]
About User Action Emails
User Action Emails are emails designed to be sent by end-users of your HRAs. There are two types of user action emails configurable in the Management Portal: The ReportEmail is the email that includes the user’s Results Report and is sent when a user completes the HRA and opts to have the report emailed to them. The SharingEmail contains […]
About Calls To Action Section
All of your Calls To Action (CTA) content can be managed in one centralized location of the Management Portal, making updates to your CTAs simple to do. A table view displays information such as if/where your CTAs are being used. Existing CTAs are available to preview, copy, edit or delete. Search, sort and filter the […]
About Emails Section
All of your email content is managed in one centralized location of the Portal. Making updates and edits to all your HRA emails is simple to do. A table view displays information such as if/where your current emails are being used and when they were last modified. 7-day open rates track the performance of your […]
Creating Basic Emails
When you use our Basic Email builder/editor, you can create and edit email content using one of our pre-made templates. First, navigate to the Emails section of the Management Portal via the top navigation bar. Any existing Emails will be shown in the table. Click the +Create New Email button to add new Emails. […]
