Creating users for a Provider Portal

1. On the Provider's profile under the account tab dropdown, select Users.
2. Select Add Users 

3. Add the information required

• Use the existing user section if this user already has an account on PlanSplit.
• Use the new user section if the user does not have an account on PlanSplit.

4. Assign a role to the user.

5. Click add user button. 

6. Make sure to share the password you create with that user and ask the user to change it after first sign-in.