Integration and Implementation

Hierarchy

• How To: Create a Hierarchy File
• How To: Create an Individual File using Hierarchy
• How To: Create an Organization File using Hierarchy

Implementation Resources

• Understanding Unmonitored Licenses in PTApp
• Credential Analysis & Verification

SFTP Integration

• Data Management: View and Resolve File Errors
• How To: Create An Individual File Upload
• How To: Create an Organization File Upload
• How to: Upload Data to SFTP
• How To: Review File Errors
• Data Management Tab Overview

See all 7 articles

Single Sign On

• Single Sign-On (SSO) with ProviderTrust

User Management

• How To: Create a New User with Role Based Access Control (RBAC)
• How To: Update User Access Permissions with Role Based Access Control (RBAC)
• How To: Add Bulk Users Using Role Based Access Controls (RBAC)
• Role-Based Access Controls (RBAC) Permissions Matrix