Admin Portal- Manage Provider Users

This page is used to manage the users for the Provider Portals. You can activate or inactivate provider accounts and link the login accounts to provider records in CARE and/or R&R.

To activate a user account:

To gain access to the Provider Portal, the provider must go to the Provider Portal Login Screen (agency staff will need to add a link to the agency website and/or share the web address) and register for a new account using the Register link. Once the new account request is generated, an email is sent to designated agency staff and the user is granted limited access to the Provider Portal. See Additional Information section below for more info.

1. From the Admin Portal Dashboard, click the Manage Provider Users link in the menu.
   
   
2. On the Manage Users Page, use the filters at the top of the page to find the desired user.
   
   
3. Click the icon in the Active column to toggle the active status.
   When a red X is displayed, the user account is inactive. When a green check is displayed, the user account is active.

To edit an existing Provider Portal User account:

1. From the Admin Portal Dashboard, click the Manage Provider Users link in the menu.
   
   
2. On the Manage Provider Users Page, use the filters at the top of the page to find the desired user.
   
   
   1. To edit the CARE and/or R&R records linked to the portal account, click the Links hyperlink and click the icons in the CARE and/or R&R column to toggle the linked status.
      
      
   2. To edit the contact information and other settings for the portal account, click the Edit link. Make necessary changes and click the Save button to save your changes.
      
      
   3. To delete an account, click the Delete link.
      Note: You cannot delete existing portal users once there is audit log activity for that user. In those cases, you should inactivate the account to prevent the user from having access to the Portal system.

Notes:

• The "Prefer Paperless" option can be used to indicate providers that will print their own attendance sheets in the portals and will not need attendance sheets mailed to them.
  
  
• Admin Portal Users cannot view or change passwords for Provider Portal Users. Passwords can only be changed by the provider using the link on the login page.

To update the email address for a Provider Portal User account:

1. From the Admin Portal Dashboard, click the Manage Provider Users link in the menu.
   
   
2. On the Manage Provider Users Page, use the filters at the top of the page to find the desired user.
   
   
3. Click the Edit link to edit the user's contact information.
   
   
   
   
4. Click the Update link near the Email/Username field at the top of the page.
   
   
5. Enter the updated email address and click the Reset link.
   
   

Note: When the email address for a user is changed, the login is changed as well. Therefore, the user must use the new email address when logging into the Provider Portal.

To link a provider portal account to a record in CARE and/or R&R:

1. Login to the Admin Portal.
   
   
2. From the Admin Portal Dashboard, click the Manage Provider Users link in the menu.
   
   
3. On the Manage Users Page, use the filters at the top of the page to find the desired user.
   
   
4. Click the Links hyperlink in the Systems column to be taken to the Link Users Page.
   
   
   
   
5. A list of providers with a matching email address will be displayed. The provider information displayed at the top is from the provider account in the Provider Portal. The information displayed in the listing is from CARE and/or R&R.
   
   
6. To link the portal account to a provider in CARE or R&R, click the icon in the Linked column.
   The red X or green check indicates whether or not the user account is linked to the applicable record in CARE or R&R.
   

Next: Admin Portal- Manage Forms

Related articles

• Page:
  Admin Portal- Manage Admin Users
• Page:
  Admin Portal- Manage Family Users
• Page:
  Admin Portal- Manage Provider Users