---
title: Add Provider Portal Users
description: 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!
---

1. [Help Center](https://helpcenter.healthcarefinancedirect.com/help?hsLang=en)
2. [ User Management ](https://helpcenter.healthcarefinancedirect.com/help/user-management?hsLang=en)

May 11, 2026

# Add Provider Portal 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!

### I**nviting Users**

New HFD Provider Portal users can easily be added  directly from the account settings. 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 **Profile Icon** and select **Settings **
- Select **Users **from the settings menu
- Click **Add User **in the upper right
- A slide-out will appear where you will enter the user’s email address 
    - If multiple locations exist, select the location the user should be assigned in the **Select Provider** dropdown
- Next, select the permissions role for the user.
- Click **Create User & Send Invite**

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

![Screenshot 2026-05-11 144255](https://helpcenter.healthcarefinancedirect.com/hs-fs/hubfs/Screenshot%202026-05-11%20144255.jpg?width=670&height=359&name=Screenshot%202026-05-11%20144255.jpg)

#### User Permission Glossary

Below is a glossary of rights by role. Click the link on the role for more information on the function of each of the rights.

|   | **Admin** | **Standard** | **Viewer** |
| --- | --- | --- | --- |
| [**Submit Payment Plan**](https://helpcenter.healthcarefinancedirect.com/help/easy-apply?hsLang=en) | ✅ | ✅ |   |
| **[Update Customer Address and Phone](https://helpcenter.healthcarefinancedirect.com/help/at-a-glance/?hsLang=en)** | ✅ | ✅ | ✅ |
| **[   View Approved Offers](https://helpcenter.healthcarefinancedirect.com/help/at-a-glance?hsLang=en#offers)** |   ✅ |   ✅ |   ✅ |
| **Add Account Notes** | ✅ | ✅ | ✅ |
| **[Adjust and Cancel Existing Payment Plans](https://helpcenter.healthcarefinancedirect.com/help/changing-finance-active/?hsLang=en)** | ✅ |   |   |
| **  Change Service Cost on Applications** |   ✅ |   ✅ |   |
| **Download Applicant Documents** | ✅ | ✅ | ✅ |
| **[Make Payments on Behalf of Customer](https://helpcenter.healthcarefinancedirect.com/help/at-a-glance?hsLang=en#payments)** | ✅ | ✅ | ✅ |
| **[View Reports](https://helpcenter.healthcarefinancedirect.com/help/providers-report/?hsLang=en)** | ✅ | ✅ |   |
| **Add and Edit Users** | ✅ |   |   |
| **Update Company Demographic Information** | ✅ |   |   |