Portal Administration

Portal Administration

Portal Administration allows an authorized user to manage the accounts of the registered portal organizations.  As a Portal Administrator, you are authorized to review, edit, and delete the Web profiles of organizations and their users.  Portal Administrators are also responsible for administering the profiles for their own Fiscal Agent Services (FAS) organization.  

To access Portal Administration from the following link only:

http://owcpstaff.dol.acs-inc.com:

FECA > Accept > Login > Portal Organization Administration

Below are some of the functions you can accomplish as a Portal Administrator:

Search for a Portal Organization

The Web portal supports the ability of a Portal Administrator to search for a particular Web portal organization.

To access the search feature use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Provider ID

The portal offers the ability to search for a particular organization by Provider ID.  Additionally, special coding has been implemented to be able to search on the following organizations in the Provider ID field even though a Provider ID is not associated:

DOL

FECA

FAS

District 1, 2, 3, 6, 9,10,11,12,13,14,16, 25, 50, 99

  1. Enter in a valid 9 digit Provider ID OR enter in the above naming conventions for the DOL organizations as well as the FAS organization.

  2. Click Search.

  3. Only 1 organization is returned.  

  4. If no match is found, an error displays the following message, "The provider ID you entered was not found."

View a List of Portal Organizations

The portal offers the ability to view a list of portal organizations.  

To view portal organizations:

FECA > Accept > Login > Portal Organization Administration

The Organization List page displays the following information:

Organizations are listed firstly by inactivity severity and secondly by name.  If a provider organization has one or more users with portal inactivity, this organization displays an associated Alert icon.  This alert icon is only associated with provider organizations and is not associated with the following organizations: DOL, FAS, FECA and all District Offices.  

There are 25 organizations listed per page with pagination controls of Next >> and << Previous to navigate to other pages.  

 

Please note that Provider IDs are only associated with provider organizations.

Edit a Portal Organization's Details

The portal offers the ability to view and/or edit the detail's associated with an organization.  

To access the details, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name

  1. From the Portal Organization Administration page, click the Organization name hyperlink.  

  2. The Organization Detail page displays.  

  1. From this page, a user can update the organization's status by clicking the Portal Status drop-down list and selecting either 'Enabled' or 'Disabled'.  

  2. To update an organization's profile to have Web Bill Entry privileges, the Web Bill Submission Agreement check box must be checked.  An email is generated to the Master Administrator of that organization to inform them of the change in the organization's status.  

  3. Click Submit after making either of these changes.

  4. A confirmation message indicates the organization's profile has been successfully updated.  

Update a Portal Organization's Status

The portal offers the ability to update an organization's portal status.  

To update an organization's status,  use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization Name > Portal Status

  1. From the Organization Detail page, select a portal status from the drop-down list.  Available options are 'Enabled' or 'Disabled'.  

  2. Click Submit.  

  3. A confirmation message displays indicating the organization's portal status has been updated.  

Please note that if an organization is flagged as 'Disabled', an inactive organization message displays to the user upon login.  

Delete a Portal Organization

The portal offers the ability to delete an entire portal organization from the Web portal.  

To access the delete feature use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Delete

  1. From the Portal Organization's List page, select Delete for the associated organization.

  2. A pop-up message asks to confirm the deletion.  Click 'OK'.  

  3. A confirmation message displays indicating that the organization has been successfully deleted from the Web portal.  

Please note that if an organization is deleted, the associated users for that organization are still active and can be re-associated with another organization by using the Associate an Existing User feature.  

View an Organization's User List

The portal offers the ability to view all of the users currently associated with a given organization.  

To access this feature use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization Name > User List

  1. From the Organization's List page, click the Organization's Name hyperlink.  

  2. The Organization Detail page displays.  From this page click the User List hyperlink.  

  3. The Organization User List page displays all users for this organization.  Users are listed 25 users to a page with the user who has the most severe inactivity sorting first and then listing by user last name.

Insert page of UA list here once sorting of page is fixed.  

 

Please note that an Inactivity alert icon may be associated with a user who has sustained Web portal inactivity.  The user's inactivity cannot be updated through Portal Administration but must be done by the Master Administrator or another subordinate User Administrator from that organization.  

Reassign an Organization's Master Administrator

The portal offers the ability to reassign the Master Administrator role to another individual within the organization.  

To access this feature use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization Name > User List

  1. From the User List, click the MA radio button associated with an individual.

  2. Click Submit.  

  3. A confirmation message displays indicating that the organization's Master Administrator has been successfully updated.  

Please note that only one Master Administrator can exist per organization; however,  multiple subordinate Administrators can exist that have similar privileges to be able to manage other users within the organization.   

Search for a Portal User

The portal offers the ability to search for a particular user by searching on the User ID or the user last name.

To access the search feature use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Provider ID

  

  1. Enter either a valid User ID or a Last Name.

  2. Click Search.

  3. If only 1 match is found, the response displays the user's last name, first name and User ID.  If more than one match is found, a list of users is displayed.  

  4. Click on the Last Name hyperlink to view a selected user's details.  

Please note that searching by the User ID helps to narrow the search.

Edit a User's Detail

The portal offers the ability to edit a portal user's details.

To access a user's details, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name

  1. From the Organization User List page, click the Last name of a user.  

  2. The User Detail page displays.  

Insert picture of User Detail page once all buttons are fixed.  

  1. From this page, the following fields can be updated:  Last name, First name, Middle initial, Email address(es), Phone number(s) and Portal Status.   

Please note that changing a user's name and portal status are global changes meaning that every organization that user is associated is effected by the change.  

Edit a User's Portal Status

The portal offers the ability to edit a portal user's Portal Status.  This prohibits the user from logging into any organization.  

To update a user's Portal Status, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name > Portal Status

  1. From the User Detail page, select a status from the Portal Status drop-down list.  

  2. Click Submit.  

  3. A confirmation message indicates that the user's portal status has been successfully updated.

 

Updating a user's portal status to a 'Disabled' status prohibits that user from logging into any associated organization.  Only an authorized Portal Administrative user can change a user's Portal Status.  

Remove a User from an Organization

The Web portal offers the ability to remove a user's association from one or more organizations.  

To remove a user from an organization, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name > Remove

  1. From the Organization User Detail page, click Remove associated with one or more organizations.  

  2. A pop-up message asks to confirm the removal.  Click 'OK'.  

  3. A confirmation message indicates that the user was successfully removed from the organization(s).

Please note that a user may be removed from all organizations.  A grace period of 30 days is implemented to allow the user to be re-associated with another organization.  

If a re-association does not occur within 30 days, that user is permanently deleted from the Web portal.  

Reset a User's Password

The Web portal offers the ability to reset a user's password.  

To reset a user's password, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name > Reset Password

  1. From the User Detail page, click Reset Password.  

  2. A pop-up message asks to confirm the resetting of the password.  Click 'OK'.

  3. A confirmation message displays indicating the user's password has been reset.  An email is generated containing a temporary password with which to log onto the portal.

Please note that a user may have more than one email address if they are associated with more than one organization.  In this instance, all email addresses are spammed with the email indicating the password has been reset.  

Delete a User from the Portal

The portal offers the ability to delete a user from the Web portal.  

To delete a user, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name > Delete User from Portal

  1. From the User Detail page, click Delete from Web Portal.  

  2. A pop-up message asks to confirm the deletion.  Click 'OK'.  

  3. A confirmation message displays indicating the user was successfully deleted from the Web portal.  

Manage Single Sign-on Applications

The Web portal offers the ability to manage the other applications that are accessible only through Single Sign-on.  These other applications are:

  • Achieve

  • OmniTrack Achieve

  • OmniTrack EDI

  • OmniTrack PBM

An authorized user is able to create and delete profiles through Single Sign-on for these other applications.  These applications only apply to FAS and OWCP users, not the provider population.  

 

To manage these other applications, use the following pathway:

FECA > Accept > Login > Portal Organization Administration > Organization name > User List > User Last Name > Application Management

Create an Achieve Account

  1. Under the Inactive Applications heading, choose the Region to which you want to create the Achieve account.  The App ID is constant and cannot be changed.  

  2. Enter a User ID.  

  3. Click Create Account button.

  4. A confirmation message displays indicating an Achieve account has been successfully created.  The account information now displays under the Active Applications heading.

Delete an Achieve Account

  1. Under the Active Applications heading, click the Delete Account button associated with Achieve.  

  2. The account is deleted.  

Create an OmniTrack Account

  1. Under the Inactive Application heading, click the Create Account button associated with OmniTrack.  

  2. A confirmation message displays indicating an OmniTrack account has been successfully created.  The account information now displays under the Active Applications heading.

Delete an OmniTrack Account

  1. Under the Active Applications heading, click the Delete Account button associated with OmniTrack.  

  2. The account is deleted.  

Create a SIR Account

  1. Under the Inactive Application heading, click the Create Account button associated with SIR.  

  2. A confirmation message displays indicating an SIR account has been successfully created.  The account information now displays under the Active Applications heading.

Delete a SIR Account

  1. Under the Active Applications heading, click the Delete Account button associated with SIR.  

  2. The account is deleted.