PS&R Security Official removes a user PS&R Security Official removes a user

Transcription

1 PS&R Security Official removes a user PS&R Security Official removes a user The following walk- thru will explain how the PS&R Security Official (SO) removes a user from their organization profile. Important Before You Begin Only the PS&R Security Official can remove the user(s) under their authority. EUS does not have the capability to remove a PS&R Backup Security Official (BSO), PS&R User or PS&R Admin from an organization. 1. The PS&R Security Official (SO) will go to the CMS Enterprise Identity Management (EIDM) Portal at If the SO does not have a Multi-Factor Authentication (MFA) Device registered to their account, they will enter their User ID, Password, check "Agree to our Terms and Conditions" box, and select "Login". Once the SO has checked the "Agree to our Terms and Conditions" box on their device, they will not have to check the box again because the system will remember that device for future logins. The SO can read the Terms & Conditions by selecting the link.

2 If the SO has an MFA Device registered to their account, the page will automatically display the "Choose MFA Device" field once they enter their User ID and Password.

3 The SO will enter their password and select the MFA Device Type from the drop-down menu under "Choose MFA Device".

4 The SO will enter the Security Code provided from their MFA Device, check the "Agree to our Terms and Conditions" box, and select "Login". Once the SO has checked the "Agree to our Terms and Conditions" box on their device, they will not have to check the box again because the system will remember that device for future logins. The SO can read the Terms & Conditions by selecting the link.

5 2. The SO will be directed to the "My Portal" page which will display each applications to which the SO has access to in EIDM. Each application will be shown in an icon box. The SO will select "Request/Add Apps" or select the white triangle next to their name and "My Access" from the drop-down menu. The icon box identifying the application to which the User has access is a link which can be selected to navigate directly to that application, the page will only display the first six applications the User has access to in EIDM. However, Users who have access to the PS&R will not have a link to the PS&R Application.

6 3. Under the "My Access" box, the SO will select Other Actions. If the User needs to add an additional role, refer to User adds an additional role to their account. To remove a role, refer to User removes their own role.

7 4. The SO will be taken to the "View and Manage My Access" page and will select "View and Manage Users". 5. While in the Application Search, the SO will enter the search criteria to locate another user under their authority. Choose one of the Navigation items below User ID First and Last Name Date of Birth (DOB) Last 4 OF SSN Legal Business Name Tax Identification Number (TIN) The SO will enter the User ID of the user under their authority. Then select "Search".

8 The SO will enters the First and Last Name of the user under their authority. Then select "Search". The name can either be the whole name or just the first two letters of the first and last name. The SO will enter the Date of Birth (DOB) of the user under their authority. Then select "Search". Searching by DOB, the Search Results will bring up all the user's whose DOB matches the search criteria entered.

9 To narrow the Search Results, enter the user's First and Last Name also. The SO will enter the Last 4 of the SSN of the user under their authority. Then select "Search".

10 To narrow the Search Results, enter the user's First and Last Name also. The SO will enter the Address of the user under their authority. Then select "Search".

11 If the SO is associated to multiple Organizations, they can search for users under a specific organization by selecting "Medicare Provider" from the Group dropdown menu.

12 The SO will select a PS&R role from the "Role" drop-down menu, the system will not allow the User to search by "All". To search for another role the User/Agent can go back and follow the same steps but select a different role. The SO will enter the full or partial Legal Business Name (LBN) information for the organization, then select "Search".

13 If the SO is associated to multiple Organizations, they can search for users under a specific organization by selecting "Medicare Provider" from the Group dropdown menu.

14 The SO will select a PS&R role from the "Role" drop-down menu, the system will not allow the User to search by "All". To search for another role the User can go back and follow the same steps but select a different role.

15 The SO will enter the TIN into the "TIN/SSN" field, the TIN must be in the format XX-XXXXXXX. If the TIN for the organization is the owner's SSN, then it can be entered in the "TIN/SSN" field.

16 6. The SO will see the search results display. To open the details of the account the SO will select the User ID.

17 7. The SO will confirm this is the user they want to have removed. 8. The SO will select "Remove Role/Attribute".

18 9. The SO will check box next to the User ID they want to remove and select "Remove". The "Remove" button will remain greyed out until user selects the check box next to the User ID.

19 10. The SO must enter a justification for the role removal and select "OK". This justification will show in a system-generated to the user when their role is removed.

20 14. On the "Acknowledgement" page, the SO will receive a confirmation that the role has been removed. The SO will select "OK". 15. The removed user will receive an informing them their role was removed.

21 To be sure the user has been removed from the organization, the SO can look up that user specifically. If the user is removed, the SO should receive the message shown below. Article E020