Managing User Accounts, Roles, and Permissions

You can manage your user’s accounts, roles, and permissions in Settings > User Management.

The User Management tab has the User Management section, which lists your users and their information. You can manage their information and permissions by selecting a user from the list to pull up their profile.

On the Edit User screen, the selected user’s profile will be displayed. There are two tabs: Profile and Permissions.

Profile Tab

The Profile tab has the User Information section, which includes:

• First Name

• Last Name

• Email Address
  Used for user notifications and login.

• Status
  Active: Users marked as Active have access to PayerSync.
  Inactive: Users marked as Inactive no longer have access to PayerSync.

Permissions Tab

The Permissions tab has the Permissions & Access section, which includes the following under Role & Permissions:

• User Role
  • Standard: Provides basic access for everyday functions.
    Claims: Can view, edit, refund, post, and export claims for assigned Provider Accounts.
    Users: Can view user information only.
    Administration: No administrative access.
    

• • Administrator: Provides full access to all system features and settings.
    Claims: Can view, edit, delete, and export all claims data.
    Users: Can manage all users and their permissions.
    Administration: Complete access to all administrative functions.
    
• Provider Account Access
  Lists the provider accounts the user has access to.
  • Standard Users: Only assigned Provider Accounts will appear.
  • Administrator Users: All Provider Accounts will appear.