To create Users, follow the steps below:
1. On the Providers profile under the account tab dropdown, select Users.
2. Select Add Users
3. Add the information required
- Use the existing user section if this user already has an account on PlanSplit.
- Use the new user section if the user does not have an account on PlanSplit.
4. Assign a role to the user.
5 . Click add user button.
6. Make sure to share the password you create with that user and ask the user to change it after first sign-in.