Summary: In today's training video we are going to go over the steps on how to create a new Admin provider record.
0:02 there. In today's training video we're going to be going over how to create a new provider record. So first we're
going to go into administration.
0:10 We're going to go into user management. And the first step is going to be add a provider record. From here you
can click suggest and that'll populate the next number in sequential order.
0:23 And then we're going to fill in the name, name, first name, If they're an admin user and they don't require a
schedule, you can remove the checkmark on that.
0:37 Or if they do require a schedule, you can leave the checkmark in. At the bottom, we're going to be clicking add a
provider record.
0:49 Once the provider record has been created, the second step is going to be add a login record. This is going to be
us creating the password for that user.
1:01 We're going to give it a username and then create a password We're going to type it in twice to confirm and under
provider number is going to be where we select the user that we just created in step one.
1:22 If they are going to be a locum or a student and you know that they will be leaving your organization at a certain
time, you can.
1:28 And set an expiration date as well by placing a checkmark and choosing the date from the box. Force password
reset true means that they will get prompted to change their password on their first login.
1:40 If you have that set to false, they will not get the prompt to change their password. Once done, we're going to click
add record.
1:48 The final step here is going to be assigned role to provider. This will be indicating what it is that they can see once
they do log in.
2:01 You can search by their last name in the top corner, and that will filter them for you to assign the roles.
2:08 From here, you'll have access to a have your role drop down that you're able to select a role from. You can select
the first role and click add.
2:17 That'll set it as a primary. Should they need an additional role, you can click the add button again and that'll drop a
secondary line.
2:27 From the secondary line, you would then select a second role and click update beside it to set that as the primary.
2:36 If you have selected the add button too many times and created too many roles, you do have the option here of
clicking the delete button and that'll remove a line for you.
2:48 You do want to make sure that there is a primary role set beside their primary role with the yes indicating beside
That would conclude your steps on creating the new provider record.
3:01 Should you like to add them to the messenger group so that you can send messages and receive messages from
them, we're going to go into system manager management and we're going to go into messenger group admin.
3:16 From here, you would be able to place a check mark beside the user's name and click update group members up
at the top.
3:26 That would be concluding today's video on how to create a new provider record. Please check out the help portal
for any other additional videos.