New User window

From the New User window, you can enter the information needed to create a new user account. You can give each new user a role, which allows the user to have certain permissions and perform certain actions in the system. You can also assign the user to one or more work locations.

New user screen

The New User window contains the screen elements listed in the table below. Fields marked with an asterisk (*) are mandatory.

 

Field or Button

Description

First Name

The user’s first name.

Middle Name

The user’s middle name or names.

Last Name

The user’s family name.

Display Name

The user’s full name.

Language

The user’s preferred official language.

Email Address

The user’s email address in the format “info@mydomain.com”, which is used to send login credentials to the user.

Note: The user’s email address can be used only if the user has provided a unique address that is different from the one indicated at the time of registration. If an email is not entered, then the login credential emails are sent to the email associated with the billing number.

Note: The email address you entered when setting up the account cannot be the same one that is used to identify the provider. The one used to set up the account is defaulted in when the provider set up screen is displayed, but it has been overwritten. For further information, see Removing a user's email address

Phone Number

The user’s telephone number in the format “xxx-xxx-xxxx”.

Roles

Role

The name of the user role. User roles determine the user’s permissions within the system.

The displayed roles are associated to the logged-in administrator’s organization.

For further information, see User roles

Description

A description of the permissions the user will have and/or the actions that the user will be able to perform within the system.

Work Locations

Work Location ID

The unique, system-generated identifier for the work location to which the user will submit claims.

The displayed work locations are associated with the logged-in administrator’s provider record.

Address

The address of the work location.

Cancel

Cancels the creation of the new user profile.

Create

Submits the new user profile.