Admin Portal User guide - communityexchange-bc.com · Logging into Inpriva’s Admin Portal Flowchart and Step by Step Process Flowchart Open Web Browser Launch HISP Secure Web Portal

Prepared by: Tiffany Wierenga

On Behalf of: Beltrami County Area Behavioral Health PACT

ADMIN PORTAL USER GUIDE

Prepared by: Tiffany Wierenga On Behalf of: Beltrami County Area Behavioral Health PACT

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Table of Content

Logging into Inpriva’s Admin Portal 3-5

Adding a User Mailbox 6-8

Activating a User Mailbox 8-9

Suspending a User Mailbox 10-11

Reactivating a User Mailbox 12

Deleting a User Mailbox 13-15

Editing User Details 16-17

Changing Passwords 18-19

Switching an Admin User 20

Annual Renewal Process 20

Contacting Inpriva for Customer Support 20

Document Version Control

Date Document Revision Author Version

2/8/2017 Document Creation Tiffany Wierenga 1

2/14/2017 Revisions per Inpriva’s Comments Tiffany Wierenga 2

10/25/2017 Updated Renewal Process Tiffany Wierenga 3


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Logging into Inpriva’s Admin Portal

Flowchart and Step by Step Process

Flowchart

Open Web Browser

Launch HISP Secure Web

Portal

Login to Admin Portal

Enter in Username

and Password

Type: https://hdirectmail.inpriva.net/admin-ui

Click the Login Button on Bottom of Screen

Type Complete Direct Address for Username

Type Password

Yes

Remember Username and

Password?

Contact Inpriva: [email protected]

or 866-936-1423No

What needs to be accomplished?

AddUser

DeleteUser

Suspend User

Edit Mailbox

User

ChangePassword

Submit

Log-in


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Step by Step Process

Step One: Open your web browser.

Step Two: Type https://hdirectmail.inpriva.net/admin-ui into the address bar (also called the

navigation bar).

Step Three: Click the Login to Admin Portal button to be taken to the customer login page.

https://hdirectmail.inpriva.net/admin-ui


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Step Four: Type in the username and password. For the username enter in your complete

Direct Address. *Note: If you do not have your username or password contact Inpriva’s Customer Support. (see

page 20 contact information)

Step Five: Click the Submit button.


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Admin Portal Dashboard:

After successful login you will be taken to the Admin Portal Dashboard. This page includes a

listing of all users that are established to date. You can see the Status of the user (pending,

active, suspended) and the user’s non-direct email.

The hIDn Identifier is a unique identifier associated with the mailbox.

The toolbar allows you to take one of several actions on the user account (described in greater

detail in later sections):

• Add – add a new user mailbox

• Edit – edit user details

• Activate – enable the account for use

• Change Password – change user password

• Reactivate – reactivate a suspended mailbox

• Suspend – disable the mailbox. You can still see the account, but the mailbox is not

available for use.

• Delete – the address is no longer valid


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AddUser

Log into Admin Portal

Log-in

Go to Create Individual Mail Account Page

Click Add Button

Create Username

and Password

Enter Users First and

Last Name

Enter Users Personal

Email

Password req 8+ chars, lower & upper case, a number and

spec char ~!@$^*?

No Spaces

Allowed in Name

Fields

Create Account

Complete all fields on

Individual Mail Account Page

Click CreateAccount Button

Re-enter Password

Activate User

User Ready

Select Pending

User

Click ActivateButton

Assigning / Adding a User Mailbox


Flowchart

(See page 2)


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Step One: Log into Admin Portal (see pages 3-5)

Step Two: Click the Add button.

Step Three: Once the Add button is clicked, you will be directed to the Create Individual Mail

Account page. Complete all fields on this page.

• Username – This will be the what

shows in the direct address. (e.g.

[email protected])

• Password – This must be 8

characters long including an upper

& lower case letter, number, and

special character (~!@$^*?).

• First and Last Name – This is the

user assigned to this mailbox. No

spaces are allowed in these fields.

Ex. Mary Beth has to be either

“Mary”, Beth”, or “MaryBeth”

• Personal Email – The users personal

email address.

mailto:[email protected]


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Step Four: Click the Create Account button. The new mailbox will show up as Pending status in

the mail accounts list.

Step Five: Activate the mailbox by selecting it (click on it) and clicking the Activate button.


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Step Six: The new mailbox status becomes active and a note appears letting you know the

submission was successful.

*Note – Once a mail account is created two emails will be sent to the user’s personal address

that was provided. First is an introduction email and the second gives the user their temporary

password.


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SuspendUser


Log-in

Select User to Suspend

Suspend UserClick

Suspend Button

Click on User’s Direct

Address

Reactivate Suspended User

User Suspended

No

Select User to Reactivate

YES


Address

Reactivate User

User Reactivated

Click Reactivate

Button

Suspending / Reactivating a User Mailbox


Flowchart

(See page 2)


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Step Two: Select the User Mailbox you want to suspend by clicking on it and then click the

Suspend button.

Once Suspend button is clicked you will see the Mailbox status change to Suspended and a note

of the successful submission.


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Step Three: To reactivate the suspended user select the suspended user by clicking on it and

click the Reactivate button.

Once the Reactivate button is clicked you will see the Mailbox status changed back to Active

and the note of the successful submission.


13

DeleteUser


Log-in

Select User to Delete


Address

Suspend UserSuspend

User

Important Messages in

Inbox

Review User Inbox

Archive Inbox

Delete User

Yes

No

Archive Sucsessful

Yes No


Address

Click DeleteButton

User Deleted

Contact Inpriva: [email protected]

or 866-936-1423

Deleting a User Mailbox


Flowchart

(See page 2)

(See page 10)


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Step Two: Select the User Mailbox you want to Delete by clicking on it and then click the

Suspend button. *It is very important that you suspend the mailbox first! DO NOT click the

Delete button before going through every step in this process!

Step Three: Go to https://mail.inpriva.net/pact/ in your web browser (see page 3 for how to)

Step Four: Enter the username and password of the mailbox to be deleted and click the Login

button. If you don’t know the password, you can change it in the admin portal. (see page 18)

https://mail.inpriva.net/pact/


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Step Five: Once in the mailbox, review all messages in the inbox. *This is a critical step. Once

the user account is deleted, ALL messages, including their attachments, will be deleted also.

• If the inbox contains

important information that is

needed continue to step 6.

• If you are 100% sure there is

nothing in the inbox that is

important and needed

continue to step 8.

Step Six: Contact Inpriva (see page 20). Explain to them that you need to delete an account but,

you need to keep the messages within that inbox. Inpriva has the ability to archive those

messages including their attachments. Inpriva will explain the archive process to you.

Step Seven: Test and make sure you have access to the archive that Inpriva provided to you. If

you have issues gaining access to it contact Inpriva (see page 20). Continue through step seven

until you have successful access to your archived information before going ahead to step eight.

Step Eight: Select the suspended mailbox to be deleted and click the Delete button. The

deleted mailbox will disappear from the admin portal. *DO NOT delete without completing all

steps in this process!


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Edit Mailbox

User


Log-in

Select Mailbox to Edit

Click on Direct

Address

Open Edit Individual Mail Account page

Click Edit Button

Complete all fields on Edit

Individual Mail Account Page

Usernane field

cannot be

changes

Update First and Last

name fields

Update Email field

No Spaces

Allowed in Name

Fields

Submit Changes

Click Update Account Button

Mailbox User Changed

Editing a Mailbox User


Flowchart

(See page 2)


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Step Two: Select the mail account that needs the user changed by clicking on it and click the

Edit button.

Step Three: After clicking the Edit button you will be taken to the Edit Individual Mail Account

page. Complete the following fields and then click the Update Acount button.

• Username – This cannot be changed

• First and Last Name – Enter in the first

and last name of the new user. Again,

there are no spaces allowed in these

fields

• Email – Enter in the new user’s

personal email address.


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Change Password


Log-in

Select Mailbox to Change Password

Click on Direct

Address

Open Change Password

Individual Mail Account page

Click on Change

Password Button

Enter new Password

Re-enter Password

Password req 8+ chars,

lower & upper case, a

number and spec char ~!@$^*?

Submit Change

Click on Change

Password Button

User Password Change

Editing a Mailbox User


Flowchart

(See page 2)


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Step Two: Select the mail account that needs the user changed by clicking on it and click the

Change Password button.

Step Three: After clicking the Change Password button you will be taken to the Change

Password Individual Mail Account page. Then click the Change Password button.

• Enter in the new password

following the Password

requiments (see page 7)

• Re-enter the password


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Switching an Admin User

Process: The current Admin User has to send Inpriva an email giving permission for the new

user to take over the Admin Portal. If the Admin User no longer work for the facility, a member

of the facility who has the legal signing capabilities must send the email giving permissions.

Once the email is received by Inpriva, they will send a step by step process to facilitated the

Admin User switch. The new Admin User will be required to complete a verification process

which will be explained by Inpriva. Any question about this process contact Inpriva. (see below

for contact information)

Annual Renewals

Process: A couple months prior to the expiration of your subscription, Inpriva will send you a

notice to verify your mailbox accounts. Once verified, you will access your Customer Care

account at https://hdm-admin2.inpriva.net/NMS/index.php and proceed to add your needed

plan to the cart. From there you can generate an invoice and summit payment. Any question

about this process contact Inpriva. (see below for contact information)

Inpriva Contact Information

Help Desk

All communication between you, as the administrator, and the hDirectMail helpdesk should be either over the phone or via your hDirectMail mailbox. The Direct address for administrative support is [email protected]. If you have additional questions about your administrator account, or require further technical assistance, you can access Helpdesk support at the non-Direct [email protected] or you can reach the Helpdesk by phone at 866-936-1423 between the hours of 8:00 am and 5:00 pm Mountain time, Monday-Friday.

Melinda Weldon

Email: [email protected]

Phone: (866) 936-1423

https://hdm-admin2.inpriva.net/NMS/index.php




Documents

Admin Portal User guide - communityexchange-bc.com · Logging into Inpriva’s Admin Portal Flowchart and Step by Step Process Flowchart Open Web Browser Launch HISP Secure Web Portal