Portal View - Switch Organizations Screen

Purpose

The Switch Organizations screen allows users who have access to multiple organizations to change which organization the user will be logged in under. Users access the portal view by selecting Manage Access from the application menu bar at the top of the screen. The portal view displays with a simplified menu bar and different set of menu panel options on the left side of the screen.

- Information Provided

- Command Button Functionality

- Note

Information Provided

This screen displays the Portal View of the ImmTrac2 system with a listing of the organizations to which the user has been given access to log in.

NOTE: The User Information Header displays the current Organization, User name, and User role that define how the user is logged in to the system.

- Command Button Functionality - The screen displays two command button options for each of the organizations the user has been given access to, as described in the table below.

Button | Description
| For the applicable Organization Name, clicking this button navigates to the Application View and available menu panel options for Clients, Immunizations, Schools, and other areas. User data entry will be associated with that selected organization.
| For the applicable Organization Name, clicking this button navigates to the Portal View and available menu panel options for managing user access to the system.

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- Note

ImmTrac2 is set up to accommodate a variety of user types. Each user will have access to certain features in the application based on the role that is assigned. Online help reflects the ca p abilities available to provider user roles. Other user roles should refer to the user manual for more access features and capability details.

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