How To: Create a New User with Role Based Access Control (RBAC)

Summary

This article explains how administrative users can create a new user in ProviderTrust. It outlines the steps to access User Management, enter user details, assign an Access Role, and save the new user. It also includes guidance on updating a role before saving and highlights common issues that may occur during user creation.

Overview

Client Admin users can create and manage users in your organization’s ProviderTrust account. Follow the steps below to add a new user and assign access.

Before You Start

• You must be logged in with the Client Admin or User Management role.
• You will need the new user’s name and email address.
• You can assign one Access Role per user.

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 roles that manage user accounts. 

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 
• Application Role 
  • Scroll through the available roles and select one role to assign to the user.

Step 4: Assign Notification Settings 

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 5: Save the User Account 

Once a user account has been created with the appropriate permissions, click Save in the bottom-right corner of the screen.

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.

Common Issues

• Can’t see “User Management”: Your role may not have user administration access. Please contact your system administrator for further assistance.