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Add or remove Provider Portal user access

In this article, we explain how to add or remove user registrations for Provider Portal access.

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Written by David Bayley-Hamilton
Updated over 5 months ago

You can add or remove user registrations using the Security Manager section.

Navigate to the user record

To get started, follow these simple steps.

  1. Open Synergy Client, then click Security Manager.

  2. Click Users, then click the user you need.

  3. Under Membership, click Registrations.


Add a registration

To add a new registration, follow these steps.

  1. Click Add Registration, then select the registrations you need.

  2. Click OK, then click Save.


Remove a registration

To remove access, follow these steps.

  • Click the red X next to the user's name, then click Save.

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