How to Add a User

Log in
Select Providers
Click on Add User
Enter Name
Check Provider Box if user is a provider (a provider will only see information for clients to whom they are linked to in the CMS)
Enter user’s email address (must be unique within this supplier CMS system)
System will create user name
Enter temporary password
Re-enter temporary password
Check Notify User of new account (optional-this will send an email link to your new provider to log in)

Add provider ID
Check Admin if user is an Admin (note Admin will see all client information on the CMS)
Check ACC assigned Provider ID
Add Provider Level (1-6)
- This is the ACC pay level, not the provider education level – will always be numbers 1-6
Add in provider GST info and pay rate. (eg. If deducting 10%, payrate is 90%)
Provider withholding rate is only to be used if you are deducting withholding tax for IRD.
Add optional provider details such as TLA, which contract they are approved for, etc.
Click on Create New Account

Adding an Employee

If you are adding an employee as a User, then add them as follows: