Difference between revisions of "Promoting user to user/provider in v11"

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2) Search for the User you need to change
 
2) Search for the User you need to change
  
3) In the UserType column, click and change the value from User to User/Provider
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3) In the User Type column, click and change the value from User to User/Provider
  
  
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6) If yes, you will be given the opportunity to search for the Provider to link the User to
 
6) If yes, you will be given the opportunity to search for the Provider to link the User to
  
7) If No, you will need to enter at least a Provider Code in order to save.
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7) If No, you will need to enter at least a Provider Code in order to save (lower right corner)other info is optional at this time.
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[[Image:Provcode.JPG]]
 
[[Image:Provcode.JPG]]

Revision as of 04:05, 23 January 2009

Promoting a user to a User/Provider in v11 is fairly simple.


1) Login to TWAdmin and navigate to the TWUserAdmin menu

2) Search for the User you need to change

3) In the User Type column, click and change the value from User to User/Provider


User.JPG


4) Once changed, click on the Last Name field to get the following prompt


Providerlink.JPG


5) If the User is already in the system as a Provider, click yes, otherwise click NO

6) If yes, you will be given the opportunity to search for the Provider to link the User to

7) If No, you will need to enter at least a Provider Code in order to save (lower right corner)other info is optional at this time.

Provcode.JPG