My Credential Manager: Account Onboarding

The Account Onboarding screen lets you invite reps to accounts (health systems). You can:

  • Invite one rep to many accounts

  • Invite many reps to one account

You can also create a new rep and invite them to accounts.

This topic describes each field and action you can take from the Account Onboarding screen.

Field Field Description
Invite Reps
Company Tax ID Displays the company tax ID.
Action

Select an action. The available actions are:

  • Invite One Rep to Many Accounts

  • Invite Many Reps to One Account

Select Rep(s)
Add New Rep

Select to add a new rep. The following fields appear:

  • First Name: Enter the rep’s first name.

  • Last Name: Enter the rep’s last name.

  • Email: Enter the rep’s email address.

  • Phone: Enter the rep’s phone number.

All fields are required.

Search Term

Enter a search term and indicate the search criteria. Search criteria includes:

  • All Fields

  • First Name

  • Last Name

  • Email

Radio button

Select the rep you want to invite to an account.
First Name Displays the rep’s first name.

Last Name

Displays the rep’s last name.
Email Displays the rep’s email address.

Search Account(s)
Search By

Select how you want to search for accounts (health systems). The available options are:

  • State: Search for all accounts in a specific state.

  • Search By: Search for a specific account.

Select State/Search

This field name differs depending on your Search By selection.

  • If you selected State, the Select State drop-down appears. Select a state to view all accounts (health systems) in that state.

  • If you selected Search By, the Search field appears. Enter the name of an account (health system) to search for that account (health system).
Select Select the accounts (health systems) you want to invite the rep to.

Account

Displays the name of the account (health system).
Add to Invitee List Select the invite the selected rep to the selected accounts (health systems).

Invitee List
Select

Select the invitations you want to send.

This field appears after you select Add to Invitee List.

Rep Name

Displays the rep’s first and last name.

This field appears after you select Add to Invitee List.
Email Address

Displays the rep’s email address.

This field appears after you select Add to Invitee List.

Account Name

Displays the account (health system) the rep is being invited to.

This field appears after you select Add to Invitee List.
Action

Indicates the action that will be taken. The available action is Invite.

This field appears after you select Add to Invitee List.

Status

Indicates whether the invitation has been sent.

  • If there is no status symbol, the invitation has not been sent.

  • If there is a green checkmark, the invitation has been sent.

  • If there is a red X, there was an error when sending the invitation.

This field appears after you select Add to Invitee List.
Send Invitations

Select to send out the selected invitations.

This field appears after you select Add to Invitee List.

Clear

Select the clear the invitations list.

This field appears after you select Send Invitations.

Account Onboarding Screen Actions

Add a New Rep

  1. Navigate to Manage Reps > Account Onboarding.

  2. The Invite Reps screen appears. Select Add New Rep.

  3. Multiple fields appear. Fill out the following fields:

    1. First Name

    2. Last Name

    3. Email

    4. Phone

  4. A list of accounts (health systems) appears. Select the account or accounts you want the rep to be associated with.

  5. Select Add to Invitee List. The Invitee List section appears.

  6. Invite more reps to accounts if necessary. Refer to Invite One Rep to Many Accounts and Invite Many Reps to One Account for more information.

  7. Select Send Invitations. The invitations are sent to the rep, and a Success message appears. A copy of the invitations is emailed to the logged in user.

Invite One Rep to Many Accounts

Note: A rep can only be registered to a maximum of 10 accounts.

  1. Navigate to Manage Reps > Account Onboarding.

  2. Select the rep you want to invite to the accounts. You can enter search criteria to filter the reps.

  3. A list of accounts (health systems) appears. Select the accounts you want to invite the rep to.

  4. Select Add to Invitee List. The Invitee List section appears.

  5. Repeat Steps 2 – 4 as necessary.

  6. Select Send Invitations. The invitations are sent to the rep, and a Success message appears. A copy of the invitations is emailed to the logged in user.

Invite Many Reps to One Account

Note: A rep can only be registered to a maximum of 10 accounts.

  1. Navigate to Manage Reps > Account Onboarding.

  2. Select the account (health system) you want to invite to invite reps to. You can enter search criteria to filter the reps.

  3. A list of reps appears. Select the reps you want to invite to the account.

  4. Select Add to Invitee List. The Invitee List section appears.

  5. Repeat Steps 2 – 4 as necessary.

  6. Select Send Invitations. The invitations are sent to the rep, and a Success message appears. A copy of the invitations is emailed to the logged in user.