Adding Users & Clients
How To Activate or Deactivate a Client Account
1. Navigate to the Client page from the main menu item Clients > View Clients. 2. Update the client account you want to deactivate from the action menu dropdown 3. Toggle to “Inactive” 4. Save the profile That’s it! The system will instantly update ...
Updating TPA Users
**Only those with admin capabilities are able to edit users. Step 1: Select the drop-down beside your username and select the “Settings” option. Step 2: Select the “Users” from the options at the left side of the screen. Step 3: Select the edit icon ...
Importing Your Clients Donors
**Please ensure you have added the client into Veriport before attempting to import the donor’s for the client. Step 1: Select the “Client” option from the menu at the top of your screen. Step 2: Select the “Import/Export” option from the drop-down ...
Importing Your Clients
Step 1: Select the “Client” option from the menu at the top of your screen. Step 2: Select the “Import/Export” option from the drop-down menu. Step 3: From the “Clients” tab select the three lines in the top right corner. Step 4: From this menu ...
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 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 ...
Adding TPA Users
**Only those with admin capabilities are able to add users. Step 1: Select the drop-down beside your username and select the “Settings” option. Step 2: Select the “Users” from the options at the left side of the screen. Step 3: Select the “+” on the ...
Adding Clients
Only those with admin capabilities are able to add clients. Click the “Client” drop-down menu on the top menu bar. Select “Add New Client”. On this page you will need to fill in the client information in the fields shown; name, account type, phone ...
Adding Multi-Users
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 ...