Manage users

You can create and manage user accounts using the following methods.

Create a user account

To create a symplr Provider SSO user account, complete the following steps.

1. Open the Users - Master Setup system form.
2. In Select User, select New.
3. In Add New User, complete the following steps.
   1. Enter an email address for the user, then click Find.
   2. Enter and First Name and Last Name for the user, then click Invite.
   3. Click OK.
4. In Account Settings, complete the following steps
   1. Click Add to Group .
   2. In Find User Group, select a user group, then click OK.
5. Optional. In the Name section, enter any additional contact information for the user.
6. Optional. In Account Settings, enter any of the following information.
   • Deselect Active if the account should not be immediately active.
   • In Account Expiration, select a date to expire the account.
7. Optional. In the Institution section, click Find to find and select an institution.
8. Click Save.

Lock a user account

You can lock a user's account to prevent the user from logging on to symplr Provider. To lock a user account, complete the following steps.

1. Open the Users - Master Setupsystem form.
2. In Select User, select the user, then click OK.
3. In the Account Settings section, select Locked.
4. Click Save.