Manage Users

Provider/Vendor Administrators can view all End Users that have access under the same provider/supplier combination and/or update their functions or remove access without receiving a request from the user.

Administrators may search by first and last name, username or email address. Advanced search options are available such as user type, account status, function, TIN or SSN, NPI, PTAN and Trading Partner ID.

Tip For a complete listing of all users, do not enter any criteria and choose the "Search" button.

The search results will display based on the search criteria:

  • First and Last Name
  • Email
  • Account Status
  • User Type
  • Last Login

If a registration is pending, an icon will be displayed next to the user information.

To access the account, select the User Name. The following information is available on the user's account:

  • First and Last Name
  • Account Status
  • Username
  • Email Address
  • Last Login Date and Time
  • Work Phone Number
  • "Deactivate Account" option
  • Available Functions and Combinations

Administrators may update a user's account without receiving a request.

Updating Functions

  • Locate the user accounts by selecting "Manage Users" and searching for the user using any of the available search criteria.
  • Select the users name.  A list of the user's combinations and functions will be displayed.
  • To add a function, use the check box next to the function in the Functions column and select "Update Functions". To remove the function, uncheck the box next to the function and choose "Update Functions". The page will refresh, and the current access is displayed.

Removing Access

  • Locate the user accounts by selecting "Manage Users" and searching for the user using any of the available search criteria.
  • Select the users name.  A list of the user's combinations and functions will be displayed.
  • Select "Remove Organization" link under the Action column. This removes all user access to this provider/supplier combination.

 

Last Updated Mon, 18 Nov 2019 18:42:49 +0000