How to add, change, or deactivate provider users?
Making changes to provider employee users.
- From the Provider Portal, select Users.
- Select the location where you want to amend Users.
- Click Users.
- Click Add user. You then have the option of adding an Existing User (a person that already has a PlanSplit user account) or adding a New User (a person that does not have a PlanSplit account).
- Enter the information, select the role, and click Submit.
- The user will be emailed and invited to join your Provider Portal.
- You can always add more users, change roles, or deactivate users from the same Users screen.