User/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:


In order to change this setting, a user must have the appropriate access.  This is done by ensuring that the users role is linked to the User/Provider Connection screen in Role Setup.

Connecting a User to Provider

  1. Provider 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/Provider icon from the toolbar.
  5. Type in the provider's name in the search box.
  6. Click Save.