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How to invite new users

In this article, we will teach you how to invite members of your team to the Provider Portal so that you can share the load!

Inviting Users

There are two places in the provider portal where a new user can be invited from the dashboard or on the provider settings page. It's important to not only users with a manager or admin rights can invite users.

  • From the dashboard, in the provider portal select Invite from the quick actions menu
  • A slide-out will appear where you will enter the users email address
  • Next, select the permissions role for the user
  • Click Invite Teammate

An email will be sent to the user to set up their profile.

 

Invite User

 

Additionally, users can be added from the account settings page.

  • Click the settings icon Image result for fa-cogs  in the upper right-hand corner of the provider portal
  • Select users from the menu
  • A slide-out will appear where you will enter the users email address
  • Next, select the permissions role for the user
  • Click Invite Teammate

An email will be sent to the user to set up their profile.