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Settings

This section describes how to manage team members within the portal settings.

 

Accessing the Settings Page

  1. Log in to the portal.

  2. Click on the "Settings" icon in the left-hand navigation menu.

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Overview of the Team Section

The "Team" section displays a list of existing team members. For each member, the following information is shown:

  • Name: The name of the team member.

  • Email: The email address of the team member.

Inviting a New User

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  1. Navigate to the "Settings" page.

  2. Click on the "Invite User" button located in the top right corner of the "Team" section.

  3. The "Invite User" pop-up will appear, requiring the following information:

    • Name: Enter the full name of the user you wish to invite.

    • Email: Enter the email address of the user you wish to invite.

  4. Click the "Send Invite" button to send an invitation to the user.

  5. Click the "Close" button to discard the changes and return to the "Team" section.

Note: The user will receive an email with instructions on how to create an account and access the portal.

Videos

Credentialing with Certify

Introduction to Certify Credentialing Solutions

Certify: The Future of Provider Data Management

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