The User/Provider connection is a setting that allows a user that has logged in to directly link that user to a Provider record.
Related Functions
This setting affects the following functions in the application:
Setting the "User is this Provider"
- User to log in as himself/herself.
- Navigate to Setup > Users.
- Select the logged-in user's name on the left.
- Select the User category from the right-hand side.
- Select the provider's name from the list.
- Click Save.
