Creating a New Provider User

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. Select Provider Details, then click Team.

3. Before creating a new user, check whether the user already exists as Inactive.

• Enter the user’s First Name or Last Name.

• Select Inactive from the Account Status dropdown.

4. f the user is inactive, they will appear in the results. Click the row containing the user, then click the Username link.

Note: If the user does not appear as inactive, skip to Step 6.

5. Check the Active box and click Save.

• Inform the user to sign in to CCPS using their username (case sensitive) and request a password reset from the login screen.

6. If the user is not listed as inactive, click Add on the Add or Edit Team Members page.

7. Complete the user details:

• The Username must be the user’s email address.

• Select Provider User.

• Click Add to associate the user with a site.

Note: You may enter “NA” for other required fields. The user can update this information after logging in.

8. On the Manage Organizations page, select the site name(s) you want to associate with the user, then click Select.

9. You will be returned to the Create or Edit User screen. Click Save.