User is This Provider Connection

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"

  1. User to log in as himself/herself.
  2. Navigate to Setup > Users.
  3. Select the logged-in user's name on the left.
  4. Select the User category from the right-hand side.

  5. Select the provider's name from the list.

  6. Click Save.