A payor/location/team contact can be configured to have access to one or more payor/location/team—with one username and one password.

A payor/location/team can be configured to grant access to one or more payor/location/team contacts—each with their own username and password.

For a person affiliated with a payor/location/team to have access, 3 things must be done:

1. The payor/location/team must be listed on the payor/location/team directory
2. The person must be listed on the payor/location/team contacts directory
3. The payor/location/team and the payor/location/team contact must be linked together

To link a payor/location/team contact to a payor/location/team:

1. Go to the payor/location/team directory
2. Locate the payor/location/team of interest
3. Click the checkbox(es) to select the payor/location/team contact(s) of interest
4. Click the assign/link button
5. Select the title of the person (titles are managed through the configuration pages)
6. Select the name of the contact
7. Click "Save New Role"
8. Repeat for all persons you with to link to the selected school
9. Click "Close Window" when done

Alternative Method:

To link a payor/location/team to a payor/location/team contact :

1. Go to the payor/location/team contact directory
2. Locate the payor/location/team contact(s) of interest
3. Click the checkbox(es) to select the payor/location/team contact(s) of interest
4. Click the assign/link button  
5. Select the title of the person (titles are managed through the configuration pages)
6. Select the payor/location/team
7. Click "Save New Role"
8. Repeat for all payor/location/team you with to link to the selected contact
9. Click "Close Window" when done