Here you'll learn how Manage New, Current, and Old Users

  • To start, select the 'Dashboard' tab on upper left corner of the screen
  • Select 'Team Builder' tab 

Add Users

  • Select 'Add User' at the top right of the screen
    Please note that Providers must have NPI number and each user must have a unique email address

To Make a User Inactive/Deactivate

  • To 'Deactivate' a User, select 'Edit' tab under actions on the users account you want to edit 

  • Toggle next to 'Deactivate this user' then 'Update' to save these changes

To 'Reactivate' a User that is Inactive

  • Select 'Inactive Users' tab 

  • Select the 'Edit tab'
  • Toggle next to 'Activate this user' then 'Update' to save these changes

Add Administrative Privileges

  • Click Edit in the action field of the user you want to update, then toggle next to Make this user an administrator

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