Only users with administrative access can create a new provider, edit current providers and disable a provider.

Creating a new provider:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
• Click the “Add” buttons located to the upper left hand corner.
• Complete the “add new provider” form that will appear to the right side of the screen and click save.

Edit provider profile:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
• Highlight the provider in need of changes and select “edit”. (Note: Double clicking on the provider will also open the provider profile and allow the user to make changes.)
• Make the necessary changes and click save to store changes.

Disable a provider:

• Select the “Administration” tab located in the top left hand corner. Another selection menu will appear to the right. Select “Security” then “providers” to display the list of current providers.
• Highlight the provider being disabled and select “disable” located in the upper left hand corner.
• A pop-up message will be displayed asking the user to confirm the action.
• Providers can also be disabled directly through the provider profile.
  • Double click on the provider to open the provider profile.
  • Use the “enable” switch to disable or enable the provider and click save.
• (Note: Once a provider is disable, you must use the “show disable” switch to view, edit or active provider.)