Creating Client Admin Accounts

Client Admin accounts can create other Client Admins. Due to the exposure to PHI and provider information, staff should only be giving Client Admin accounts when their role requires higher-level referral management data maintenance. 

When a new Client Admin account (by par8o staff or by client staff) is created, a designated group of client admin will receive an email alert as a security checkpoint to ensure that only appropriate people receive Client Admin access. 

How To Create a New Client Admin Account

1. Click Manage Users

2. Click the Add New User button.

   

3. Select the Master Group Staff button.
4. Type the staff person's email address in the Email field.
5. Click Search.
   • If an account exists associated with that email address, you'll be able to view their profile information. 
     1. Contact support@par8o.com or your client manager to request the change in account status. Existing accounts will need a back-end change by par8o staff to "upgrade" to a client admin account.
   • If an account does not exist, click the Create New Staff button that now appears on your screen, and go to step 6.
6. Under Profile Information, type the staff member's first name, last name, and email address. For clients that use single-sign on, check "Do Not Send Account Creation Email
7. Add the appropriate Client Admin Authorization
   1. If the staff member should have a queue to troubleshoot or view referrals, select 'Yes' for Work Queue and Chat Access
   2. If the staff member's admin access should be limited to just pulling reports, select 'Reporting Only' for Client Admin Access
8. Click Save.