Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside your client’s name click “View”. In the Donor section click the green “New” button. Fill in the donor’s information; first and last name, date of birth, donor ID, ...
Step 1: Select “Clients” and then “View Clients” from the menu at the top of your screen. Step 2: Select “View” beside the company you would like to add the multi-user to. Step 3: At the bottom of the page you should see the section called “Account ...
Adding DER Users
Only those with admin capabilities are able to add users. *A Designated Employer Representative (DER) is an employee authorized by the employer to take immediate action(s) to remove employees from safety-sensitive duties or cause employees to be ...
Adding Custom Tests
Adding Custom Tests The custom test feature is a great option for those TPAs that offer a variety of services and testing options. If there is not an option already created for your specific testing needs, you now have the option of adding your own ...
Adding Client Users
Only those with admin capabilities are able to add users. Step 1: Click the “Client” drop-down on the top menu bar and select “View Clients”. Step 2: Here you will see your client list; select the “View” option beside the client to which you would ...