User Maintenance

The User Maintenance section is used for creating, deleting, editing, and managing users and their permissions within Progeny. This section can be accessed from the User Profile icon and then clicking, User Maintenance.

Adding a new user

1. To add a new user, click the New User button.
2. The new user windows appears where you can specify the user name, password, and the confirmation of the password.

Modifying User Permissions

After the new user is added, you can select the user from the list of users to see the user information.

• Profile Format – If users are using Profile formats, you can click to select the profile.
  • Manage – Allows the customization of the profile formats so that specified classes and permissions can be set.
• Locked – Enabling this option will lock the selected user’s account and prevent them from having any access to the Progeny database.If a user makes too many attempts to login to a Progeny account with the wrong password, the account will be locked automatically. Uncheck this option to unlock the account.
• Administrator – This option will make the selected account an administrator within Progeny. An administrative user has access to the User Maintenance section and are not limited by user classes.
• Show settings – Shows the permissions settings for the user.
  • Security – On the security tab, you can assign a user to user classes. User classes have specific permissions in terms of what access they have to certain folders and also what permissions they have in the database.
    • Add Class – Creates a new user class.
      • Form Design – Allows access to create and modify the datasheet formats.
      • Save Icon Formats – Allows access to save icon formats (subtext and symbols formats)
      • Edit Actions and Reactions – Allows access to edit Actions and Reactions (LIMS module items)
      • Tasks – Allows access to the Tasks module. The Tasks module is used to create tasks and reminders.
      • Inventory – Allows access to the Inventory module (LIMS module item).
      • Orders – Allows access to the Orders module. The Orders module is used to track Ambry Genetics Tests.
      • Test Results – Allows access to the Test Results button. This button allows users to enter Genetic Testing data for patients.
      • Individual SS – Allows access to the Spreadsheets module.
      • Save Pedigree Properties – Allows access to save changes that are made in the Pedigree Settings section of a pedigree.
      • Fields – Allows access to the Fields module to manage fields.
      • Pedigrees – Allows a user access to the Pedigrees module.
      • Workflows – Allows access to the Workflows module (LIMS module item).
      • Invites – Allows access to the Invites module. The Invites module is used to send out Family History Questionnaires (FHQ) to patients.
      • Save/Delete SS Formats – Allows access to save and delete spreadsheet formats.
      • Enforce Data Entry Validations – Forces a user to adhere to any field restrictions that are set for fields when entering data.
      • Samples – Allows access to the Samples module (LIMS module item).
      • Individuals – Allows access to the Individuals module.
      • Containers – Allows access to the Containers module (LIMS module item).
      • Invites Admin – Allows access to the Edit Questionnaires and the Email Templates modules. This two modules are used to manage a FHQ and the email templates users for the questionnaires.
    • Edit Class – This option will be grayed out if a class is not selected. Allows the modification of the licensing for the selected class.
    • Delete Class – This option will be grayed out if a class is not selected. Deletes a class.
  • Licensing – Allows the modification of what permissions are associated with the user.
    • Use class based options – When enabled, only the licensing options that were specified in classes within the Security tab are used.
  • Client Interface – You can choose which user interface a user is setup for.
    • Use Full Progeny Client – The normal interface for Progeny web with full functionality based on permissions.
    • Use Patients Client – A simplified user interface with less modules and easier for managing just patients.
      • Default Folder for New Patients – Sets a default folder for storing new patients.
  • Formats – In this tab an administrator can assign formats to a user – in cases where the folders have default formatting assigned, assigning a format to a user in this tab will force Progeny to override the folder configuration and display the user’s defaults from this menu instead.
    • Individual Datasheet – The datasheet for entering patient data.
    • Pedigree Datasheet – The datasheet for entering pedigree level data.
    • Sample Datasheet  – The datasheet for entering sample level data.
    • Show Spreadsheet – The spreadsheet format that is shown when the Show Spreadsheet button is selected from the Pedigree Canvas.
    • Subtext Format – The subtext format that displays data under an individual on the Pedigree canvas.
    • Symbols Format – The symbol format that displays a symbol inside of individuals on the Pedigree canvas.
    • Pedigree Drop Fields – The format that display fields on the Pedigree canvas.
  • Ambry IDs – The unique keys that ties a user in Progeny to AmbryPort for ordering of genetic tests.Reach out to Progeny Support for assistance on how to get this information.

Testing Keys

This allows you to setup the unique AmbryPort Organization keys to be linked to the correct organization in AmbryPort. Reach out to Progeny Support for assistance on how to get this information.