Creating users for a Provider Portal

Created by PlanSplit Support, Modified on Tue, 3 Sep at 4:49 PM by PlanSplit Support

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 
  • Use the new user section if the user does not have an account 

4. Assign a role to the user.

5. Click the add user button. 

6. The user will get an email to set a password. 

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