Local Users

Purpose

The Local Users function allows facilities to create accounts that are stored directly on the tablet device. These accounts ensure staff can continue to log in and work even if internet connectivity is unavailable.

Local users are different from central users:

  • Local users are device-based accounts used for offline continuity.

  • Central users are managed in the web portal as system-wide accounts.


From the sidebar, expand System and select Local Users.


System Local Users

  • Shows all local accounts created on the tablet.

  • Columns include: User Name, Last Login, Lockout, Updated By, and Actions.

  • Use Search to quickly find a user.

  • Show Deleted will display removed accounts.

  • Use Create to add a new local user.


Creating a New User

System Creating a Local User

Steps to create a local user:

  1. Select Create.

  2. Enter a Username (must be unique).

  3. Assign Role(s):

    • LOCAL_USERS – basic access.

    • CLINICAL_STAFF – access to clinical functions.

    • LOCAL_ADMINISTRATORS – ability to manage other local users.

    • Option: Make User Administrator grants admin rights.

  4. Set a New Password and confirm it.

    • Option: check User must change password on next login.

  5. Enter Given Name and Family Name (required).

  6. Select the Facility where the user will log in.

  7. If the account is an administrator, assign Managed Facilities.

  8. Click Save.

⚠️ If required fields are missing (Username, Password, Given Name, Family Name, Facility), the system will display an error:


Deleting a User

System Deleting a Local User

  • From the Local Users List, select the user.

  • Choose Delete.

  • The account will be removed from the active list but can be viewed again with Show Deleted enabled.


Locking a User

System Locking a Local User

  • From the Local Users List, select the user.

  • Choose Lock.

  • A locked user cannot log in until an administrator unlocks the account.

  • Useful for temporary suspensions or suspected misuse.


Key Notes

When attempting to access Local Users from the web portal, staff will see:

“This service is connected directly to the remote server. Local user functions are disabled.”

  • Reason:

    • Tablets store accounts locally for offline access.

    • The web browser connects to the central server, which only manages Central Users.

  • Security:

    • Password strength is enforced.

    • Accounts can be locked, unlocked, or deleted.

    • Administrators should review accounts regularly.


Local Users vs Central Users

Feature
Local Users
Central Users

Where Created

Tablet only

Web browser (Admin Portal)

Storage

Stored on the tablet device

Stored on the central server

Access When Offline

✅ Available (can log in without internet)

❌ Not available (requires internet)

Scope

Specific to the device/facility where created

System-wide, synced across facilities

Management

Local administrators on the tablet

Central administrators in web portal

Use Case

Ensures continuity in low-connectivity areas

Provides standardized, system-wide access

Web Portal Access

Disabled – shows error

Fully supported

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