Q: How do I promote a user to a Provider?

Version Information

• Article Created based on version: 10.2.7
• Last Updated with version: 10.2.7

How Do I Convert a User to a User / Provider?

• 1. If you know the username for which the conversion will take place then skip to step 3. Otherwise, login to SA, select the security tab, highlight Users in the ‘Security Setup’ list and click edit.
• 2. Once in the Users dictionary, click on the column header ‘User Name’ to sort the dictionary entries by username. Locate the username of the user that you want to convert. Once you have the username click close to close the ‘User’ dictionary.
• 3. Go to the dictionaries tab within SA, find the provider dictionary and click add/edit.
• 4. Once in the provider dictionary click ‘Add New’.
• 5. In the provider setup wizard pop up select ‘User Name’ from the ‘Search By:’ drop down, and then type in the username that you found in Step: 2 and click next.
• 6. At this point you will see the Name and the User Name within the Provider Setup Wizard pop up box. Make sure that this is the user that you wish to convert and click next.
• 7. Enter the provider code along with the TW Ordering Authority. After a provider code has been entered click ‘Finish’. The user should now be a user/provider within TWAdmin.
• 8. Check conversion by logging into TWAdmin, select TWUserAdmin from the VTB, type in the username, select the user from the list below, click the edit tab and then verify that the User Type drop down list says user/provider and not just user for the user that you just converted.
• 9. Login to SA, got to the provider dictionary and adjust the settings on the detail tabs as necessary to achieve the desired settings for you newly create user/provider.
• 10. Don’t forget to set the proper security settings and user settings for the newly converted user/provider.

If you convert a User to a User/Provider and would like to change them back to a User:

• 1. Login to SA.
• 2. Go to the dictionaries tab within SA, find the provider dictionary and click add/edit.
• 3. Once in the provider dictionary click Find, and search for the username you want to convert.
• 4. On the details tab, click Inactive.
• 5. Click Close
• 6. Login into TWAdmin > TWUser Admin and search for the username you just modified in SA
• 7. The drop down should now display “User”.

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