Add a New User

To add a new user, complete the following steps.

1. On the right area of the Users page under Admin > User Management, click Add User. The New User Account page appears.

2. On the New User Account page, complete all the fields with the red asterisk*.

   

   Fields are defined as follows:

   • Login - (Required) The user’s Aggregation Portal Username.

   • Status - Can be Active or Inactive; this is an internal HHAeXchange feature. HHAeXchange recommends creating only Active users.

   • Last Name - (Required) The user’s last name.

   • First Name - (Required) The user’s first name.

   • Email - (Required) The user’s email address.

   • Role - (Required) Select from a preconfigured roles list.

   • Member Team - Select from a preconfigured member team.

   • Is Service Coordinator - User is a Service Coordinator and will appear in Service Coordinator lists, such as in the Message Center.

   • Show Notes/Events For - Select Service Coordinators to determine notes the user can view in the Message Center and on the Notes page. 

3. (Optional) Under Restrictions, select IP Restricted and enter up to three IP addresses to ensure that the user can only log in at those locations.

   

4. (Optional) Under Restrictions, select Hourly Restricted and then enter dates (and optionally, IP addresses) within which the user can log in.

   In the example below, the user is restricted from logging in to the Payer Portal except on Monday from the IP address 123.123.123.123.

   

5. Click Save to finish adding a new user. An email is sent to the user for password creation.