Approve a registration into an organization and role, or reject it with a reason. Approvals take effect when access is next updated.
Pending registrations
Submitted (Arizona Time)
Name
Company
Asked For
Email
Decision
No registrations are waiting.
Users
View as (read only)
Portal users
Name
Role
Organizations
Access Expires
Signed-In Account
User
Partner Profile
Bulk Users
Export the user list as CSV, or import a CSV of people to invite. Columns: email, full_name, org_id, role (DP, DR or HR), delegated_admin (yes or no). Every row is checked first; nothing is imported unless all rows pass.
Rows in the file
Line
Email
Organization
Role
Problems
Organizations
Changes take effect when access is next updated. Setting a relationship end date ends every member's access from that day.
Approved requests that staff enter by hand in Qualio, QuickBooks Online, Beacon or MDP, then record the record number here. Nothing is sent to another system automatically.
Items waiting for review or entry
Created
Target
Request
State
Action
Prospect Pipeline
Leads from access requests and inquiry forms
Company
Kind
Source
Contact
Stage
Move To
Form Builder
Publishing makes a new version; earlier versions never change and every submission keeps the version it used. Locked fields cannot be removed.
Bring records in from a spreadsheet: download the template, fill it in (or use an export that matches it), then check and import it. Checking changes nothing. Importing applies every row or none. Uploading a newer file later updates the same records.
Check a File
Check Result
Rows in the file
Line
Change
Record
Fields
Problems
Recent Files
Recent files, newest first, Arizona time
Uploaded
File
Holds
Status
Rows
Details
Audit Log
Every recorded sign-in, change, view and export. Nothing here can be edited or deleted. Opening this screen is itself recorded.
Audit events, newest first (Arizona time)
Time
Event
Actor
On Behalf Of
Organization
Target
Outcome
Delivery Log
Email messages, newest first (Arizona time)
Created
Event
To
Status
Feature Switches
Turn parts of the portal on or off without a deploy. A change takes effect within a minute and is recorded in the audit log with your reason. Complaint reports, safety notices, account security and the audit log are locked on.
Switches
Feature
On
Status
Note
Notification Wording
Keep every placeholder in braces exactly as shown. No amounts, links or patient information. Notices marked required are controlled content: change them only with Quality's agreement.
Templates
Template
Wording
Action
Beacon Seats
Who holds a full Beacon login and who is custodian-only
Name
Email
Seat
Agreements
Not an access gate. While a distributor's current agreement is unsigned, their commission payments are held at bill approval. Signature reminders go out on days 7, 14, 21 and 27; day 30 escalates.
Distributor agreements
Distributor
Status
Due
Payments
Action
Training Register
Course
Course Draft Waiting for Approval
The draft goes live when Quality records its Qualio approval. The person who drafted it cannot approve it.
Certificates
Certificates
Name
Code
Status
Score
Expires
Action
Learners
Learners
Name
Role
Enrolled
Certified
Action
Library Content
Items
Each item needs its file, then the Quality approval recorded from Qualio (document number, revision, approver, date and record), then a publish time. Changes reach the library at the next library publish.
Content catalog
Title
Type
Audience
Live
Being Prepared
Review Date
Action
Revisions and Approval
Choose an item and press Manage Item to prepare its revision and record its approval.
Prepare Revision
Roles and Access
Each role's name, what it can open in the library, and which features and forms it has. Changes are
saved as a new version and take effect when access is next updated. A custom role is based on a built-in
outside role and can never hold more than its base may hold.
Preview a Role
Shows what the role sees under the newest saved version (pending if there is one). Save first to preview unsaved changes.
Invite a Partner
New Invitation
The code is emailed to the person and shown here once. It works only for a sign-in with this email, once, for 14 days. If it is lost, press Send new code: the person gets a new code and the old one stops working.
