Creating a Provider User

Step 1:  Navigate to the desired provider record, open the record by double clicking.

Step 2: In the menu on the left, select Users (under Company Information).

Step 3: Select the plus sign on right to add a new user.

Step 4: Add their email address and a fake password, the users will need to create a new password upon logging in for the first time. (They can also update an avatar, address and other contact information).

Step 5: Fill out all other required information, making sure they are set to active via the toggle.