What are different User Roles in the Provider Portal?

Created by PlanSplit Support, Modified on Thu, 11 May 2023 at 11:56 AM by PlanSplit Support

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 of the practice. 
  • 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.

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