Reports Role Manager

Reports Role Manager - CRISP Portal

Overview

The Role Manager application, hosted by hMetrix, was developed to manage authorization an application or service might require from users. At CRISP, the Role Manager application manages user authorization for CRISP Reporting Services (CRS) in the CRISP Portal.

To access Role Manager, users must first be designated as their organization’s Point of Contact for CRS (CRS POC) by their HIE Administrator through the HIE Admin Tool. Once a CRS POC has been designated and receives access to Role Manager, they will be able to manage access to the CRS Reports tile in the CRISP Portal for users in their organization.

For more information about CRISP Reporting Services and the migration to CRISP Portal, view the CRS Webpage here.

CRISP Reporting Services Portal Migration FAQs

Starting on July 1st, 2025, CRS reports will ONLY be accessible via the CRISP Portal (www.portal.crisphealth.org) using the CRS Reports tile. Some organizations are already in early phases of migration. Please reach out to your account manager for more specific information regarding your organization’s migration schedule.

Yes, your access to historical CRS reports will remain the same. If you believe you should have access to an additional report, please reach out to your organization’s CRS POC.

Yes, all users with active CRS accounts will require a CRISP Portal account. If you don’t already have one, you will receive a Portal registration email on the day of migration with instructions on how to set up your account.

Within Role Manager, the CRS team is working to add an itemized detail of all reports imbedded within each role. Please reach out to CRS if you have any questions. Report-support@crisphealth.org

Every 90 days, HIE Admins must recertify their users’ accounts. Users not recertified within this timeframe are deactivated by the system and their roles and profiles are removed from Role Manager. Users who are recertified within the 90-day timeframe will retain their existing access.

Upon reactivation, the HIE Admin must reassign all necessary services/assets to the user’s account. If the “Reports” asset is restored, the CRS POC(s) must additionally reinstate the user’s CRS roles and profiles within Role Manager, for any prior or new organizations within CRS.

No, the CRS POC role is separate from the HIE Admin role; however, for continuity, it is generally recommended that these admin members hold both roles.

For questions concerning CRISP Portal accounts, please contact CRISP Technical User Support at support@crisphealth.org or 877-952-7477.

For questions concerning CRISP Reporting Services, please contact CRS Support at report-support@crisphealth.org.

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