How To: Add New User (LEGACY)

Summary:

This article explains how to manage user access in ProviderTrust, including adding new users, assigning permissions, and resending invites. Proper access control helps protect sensitive data and ensures users have the tools they need to perform their roles. Administrators can create users, assign roles, and troubleshoot access issues directly from the User Management area.

Overview

Proper user access management in the ProviderTrust application helps protect sensitive data and ensures system integrity. Regularly reviewing user access allows administrators to confirm that only authorized individuals have the appropriate permissions.

Administrators can add new users directly from User Management by entering basic user information and assigning the correct permissions. Once created, the new user will receive an email invitation to set their password and log in.

Add a New User

Follow the steps below to add a new user to your ProviderTrust account.

Step 1: Navigate to User Management

In the left blue navigation panel in ProviderTrust application, select the User Management tab.

Please note: The User Management tab is only accessible to Client Admins

Step 2: Create a New User

On the User Management page, click +New User in the upper-right corner.

Step 3: Enter User Settings

Complete all required fields:

• First Name
• Last Name
• Email Address 

Step 4: Assign User Roles

Select the appropriate permissions for the user by checking the boxes next to each access type:

• Client Admin
  Grants administrative privileges, including the ability to add and remove users.
• Instant Search
  Provides access to the Instant Search feature.
• View Ongoing
  Allows access to all ongoing monitoring records, including the ability to add alert notes and update progress statuses.

Step 5: Assign User Alerts

Select the appropriate permissions for the user by checking the boxes next to each email notification type:

• Receive Alerts Email
  Sends automated daily emails for any alerts in Needs Review status.
• Receive Data Import Email
  Sends email notifications for all file uploads. 

Step 6: Save the User

Click Save to create the user.

After Saving

• The new user will receive an email from noreply@providertrust.com with a link to set their password and log in. This link is valid for 24 hours.
• If the email is not received within a few minutes, ask the user to check their spam or junk folder.
• If the email is still not found, please reach out to ProviderTrust Support at support@providertrust.com.

Resending User Invites

If the user does not complete the setup of their user account within 24 hours, the link will expire. Client administrators with user management access can resend the invite by: 

1. Navigating to the User Management Tab
2. Selecting the user account 
3. Selecting the vertical ellipses (⋮) menu
4. Then clicking Resend Invite

A new email with a fresh activation link will be sent to the user.

Note: This option is only available for non-SSO users and will not appear for users authenticated through SSO.

Updating Existing User Permissions

To update access permissions for an existing user, please refer to the related support article on managing user access permissions.