Before you begin: To create and manage users, you must be assigned the role of Administrator. If your organization does not yet have an Administrator, the first Administrator must be created by Customer Care. To designate an Administrator user, contact Customer Care at 800-337-3630 (option 3) or moc.htlaehelgnatcerobfsctd-1e9d98@erac.

1. Click your username in the top right corner, and then select User Management.
2. On the User Management screen, click Create New User.
3. Enter a username and the user’s first name, last name, and email address.
   • Tip: Usernames must be between 2 and 30 characters, all lowercase letters, numbers, or underscore ”_”.
4. Select either the Admin or User role.
   • Note: Admin users can create and manage other user accounts.
5. Adjust the default access settings as needed, depending on which features you want the user to be able to access.
   • Default Access Settings:
     • Refunds: Refunding settled transactions. 
     • Voids: Voiding transactions that have not yet settled. 
     • Post: Posting payments to the patient ledger or other system or record. 
     • Vault: Adding cards to and running payments from the Vault (Card on File). 
     • Payments: Taking card-present (terminal or card swipe) and card-not-present (Virtual Terminal) payments. 
     • Recurring: Setting up recurring payment plans.
     • Patient Registration: Sending text messages (including individual Text-to-Pay messages), registration forms, and other actions in the Patient Express feature.
     • Reports: Viewing and exporting transaction information, including Batch Settlement Reports. 
       • The All Transactions and Only User’s Transactions settings control whether the user can view and export all transactions across your Merchant Group or only the transactions that they have processed. If a user has access to only their own transactions, they cannot view Batch Settlement Reports.
   • Optional Access Settings: 
     • Balance Lookup: Enables user to look up outstanding balances, either from an integration or from a previously sent Bulk or Individual Text-to-Pay Message (depending on your configuration.) 
     • ACH: Enables user to work with ACH payments. 
     • Cash: Enables user to work with cash payments. 
   • Additional Access Settings: 
     • If your Merchant Group has additional features turned on, you will also see the access settings for those features listed. 
6. Select the locations to which the user should be assigned, and then click Save.

A pop-up message will appear, and you can continue to create additional users or choose I’m Done to return to the User Management screen. When you return to the User Management screen, the newest user appears at the top of the user list.

New users will receive an email containing their username and a link to create a password and log in.