Members and Provider Admins have the ability to view, create, edit and deactivate system users.

Each Institution can add as many users as necessary.

View List of Users

How to View List of User Accounts

📽️ How to View List of User Accounts

1. Select the Menu icon in the top right of the screen

2. Select Users

   

3. View List of all users in your Institution

The Admin can sort this list by the Last Name, First Name, Title, Department, or Role using the Sort tool or filter the list by User Role. A keyword search is also available at the top of your screen.

<aside> 📌 This list will default to show active users only. To view deactivated users, select the Status option under Filters on the left side of your screen and click Deactivated.

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Export to Excel

How to Export User List

📽️ How to Export User List

1. Select at least one of the boxes next to a user's name. The Export to Excel button at the bottom of your screen will now become active.

2. Select the Export to Excel button

   

<aside> 📌 If you filtered your list, the export only shows the list of users on your screen.

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Add a New User

How to Add a New User

📽️ How to Add a New User

Institution Admins can add new users and select their system permissions as needed. The User Role assigned determines which tool each User can access.

<aside> ☝ For a list and description of User Roles, go to the User List.

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