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Add and manage portal users

Create staff logins, reset passwords, and lock or delete users.

Written by Charles Lehman

Admins manage staff logins under Provider Users.

Add a user

  1. Select Provider Users from the main menu, then click + Add New.

  2. Login ID: enter a username of 8 to 16 letters and numbers. No spaces or symbols.

  3. Email Address: enter the email that will receive the temporary password and any future password resets.

  4. Name: enter the full name of the person who will use this login.

  5. Phone: enter a contact number. We don't send confirmations here, so an office number is fine.

  6. Note: add an internal note if you want.

  7. Add user to POS terminal?: turn this on if the user should be able to sign in on your SynchPay terminal.

  8. POS Authentication Pin: set a PIN the user must enter to sign in on the terminal. If you leave it blank, the user signs in by selecting their name.

  9. Access Level: choose what the user can do. See Portal user access levels.

  10. Merchant: choose each location the user can access, then click the green plus to confirm each access level and location pair.

  11. Save the user. They'll get an email with a temporary password.

Manage an existing user

In Provider Users, each row has these actions:

  • Reset Security Answers: clears the user's security questions so they can set new ones.

  • Reset Password: emails the user a new temporary password.

  • Edit: changes the user's account details.

  • Lock: turns off the login without deleting it.

  • Delete: removes the login permanently.

When someone leaves your practice, lock or delete their login the same day.

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