1.Select

2.Complete the General information section.

3.To enable portal access, you will select the option for Web Access,

Web Access option

4.It is important to note the different levels of access that you may grant to staff users. There are three categories and all have different access throughout the portal.

•Basic has access to the following modules:

 Cases

 View Cases

 Pickups

 View Pickups

 Messages

 View Messages

 Settings

 Web Settings

• Standard has access to the following modules:

 Accounting

 View Statements

 Cases

 Submit Case

 Submit RX

 View Cases

 Pickups

 Schedule Pickup

 View Pickups

 Resources

 My Files

 Public Files

 Preferences

 General Instructions

 Alerts & Notifications

 Accounting Preferences

 Product Preferences

 Messages

 View Messages

 Contact Lab

 Send Message

 Order Supplies

 Settings

 Account Settings

 Web Settings

 Staff Access

•Full has access to the following modules:

 Accounting

 Make Payment

 View Balances & Payments

 View Statements

 View Purchases

 Cases

 Submit Case

 Submit RX

 View Cases

 Pickups

 Schedule Pickup

 View Pickups

 Resources

 My Files

 Public Files

 Preferences

 General Instructions

 Alerts & Notifications

 Accounting Preferences

 Customer Preferences

 Product Preferences

 Messages

 View Messages

 Contact Lab

 Send Message

 Order Supplies

 Settings

 Account Settings

 Web Settings

 Staff Access

5.Click when don to create the new record.

1.Select the record you want to update in Staff Access form

2.Click on (edit)

3.Make necessary changes.

4.Click on .

1.Select the record you want to remove from Staff Access form

2.Click on (delete)

3.Select Yes for confirmation