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 the provider settings page. It’s essential to note that only users with manager or admin rights can invite users.
- From the menu bar in the provider portal click the settings icon
- 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.