How to invite new users

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 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.

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.