How to Grant and remove access to a client for a secondary provider

How to Grant Access to another Provider

Find the client, scroll down until you can see Access List, click GRANT ACCESS

Start typing your provider’s name then click into the dropdown to populate, click ADD ACCESS. 

Only give your provider the manager role if you want them to be able to edit client details.

The client will now appear on your provider’s list of clients.

If you wish to remove access, click MODIFY on the provider name, then REMOVE ACCESS