What are different User Roles in the Provider Portal?

Once you have created a user the next step is to determine what role they will have within the platform. There are 3 different Roles within your PlanSplit Provider Portal: 

• Provider Enterprise Admin - This role is to be granted to the owner/provider or high-level executive(s) of the business.
• Provider Location Manager – This role should be assigned to the Office Location Manager(s).
• Provider Location Staff – This role is for any staff member who will be applying usage.

The Provider Enterprise Admin can assign permissions to various Roles and these Roles to the different Users of the business's Provider Portal.