Adding Team Members

To add a team member, perform the following steps:

1. Navigate to the Payers dashboard.

2. Select the Teams tab.

The Teams page appears.

3. Click Add Member.

The Add Member page appears.

4. Enter the name in the Name box.

5. Enter the email address in the Email box.

6. Enter the phone number in the Phone Number box.

7. Select the payers you want to assign to this role.

8. Review the allowed actions for each role, then select the appropriate option to create the role.

9. Click Save.

The team member is added successfully and is listed on the Teams page.

Note: You can also view, edit, activate, or deactivate team members at any time using the Ellipsis icon (three dots) next to the respective payer name.