Creating and Inviting Payer Users

Creating and Inviting Payer Users

As a payer user with admin or Manage Users permissions, you can create new users and assign user roles to them.

Prerequisites

Before creating new users, you need to create user roles that you will assign to these users. Check the Managing Payer User Roles and Permissions page for instructions on how to create a new user role.

Creating and inviting users

In order to create and invite new users for your company, do the following:

  1. Log in to the Payer Portal with an admin payer account.

  2. Click on the User Profile icon in the top-right corner.

  3. Select User Management.

  4. On the User Management page, click Add New User

  5. In the opened Create user window, enter the name and email of the user.

  6. In the Role dropdown, select one of the previously defined roles for this user.

  7. Click Create User.

The user will receive an invitation email from the platform. They need to accept the invitation within 7 days to start using the platform, otherwise the invite expires.

Re-inviting users

In case you need to re-invite the user (for example, when the invitation expires), go to the User Management page and click the Reinvite button next to the user row.


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