How to add a provider account

Select the 'Staff' tab

Click on the 'Add User' button to create a new end user

Enter in the last name and email address

Click the 'Next' button to continue.

Select the check box for 'Create a new user'. This will only show if they're multiple end users with the same last name.

In the 'Main' tab, enter in the First name. (Required field)

Next, select the 'Privileges' tab to set up the permissions.

Now, click the check box for 'User is active at this location'.

Then select the 'User is a provider at this location' check box to open up the 'Provider privileges' section.

Choose a privilege within the 'Provider privileges' section.

Certify Changes: Providers who are allowed to 'Certify changes' can make changes to the schedule by certifying that they have spoken to all involved providers and all have approved the change.

Requires approval: If any provider involved in a schedule change is selected as requiring the schedule administrator's approval to make all schedule changes, you (the schedule administrator) will need to approve the proposed schedule change before it is changed in the schedule.

Modify schedules: Providers can make changes to other provider's schedules (including trades and splits), change availability, and confirm worked hours for other providers when needed. All schedule changes are tracked in 'Schedule Changes' screen.

Approve changes: Providers with the ability to approve schedule changes.

Limited change proposals: Specific providers can be prevented to participate in either trade or split change proposals

Request assignments: Limit the ability to 'Request on' shifts to specific providers. Admin 'Provider requests' setting 'Restrict the ability to request shifts to specific providers' would need to be enabled.

Lastly, click the 'Save' button for the changes to apply.

The login email will be automatically sent once the account is activated with a default password.

See 'Staff' for more information.