1. Go to Administration > Access Levels.
2. Select the existing access level or create a new access level.
   
   
   
    
3. Select the 2nd User Access tab.
4. Check the box for Credential Manager.
5. Click Save and repeat for each access level that will be given permission for the Credential Manager.

1. Enter the name of the Credential you are creating.
2. Enter the Description of the credential.
3. Enter the Priority associated with the credential, if needed.
   • 0 = no priority, 1 = highest priority, 2 = 2nd highest, etc.
   • The priority determines the rendering provider of the service.
   • The higher priority will be selected when billing.
4. Check the box for Inactive to remove the credential from the available list in users.
5. Check the box under the Add column next to the Signature Type(s) you wish to associate with this credential.
6. Click Save.
7. Repeat for any credentials you wish to create.

1. Go to Administration > User.
2. Search for a previously created user or create a new user.
   • For details on how to create a user, see this article.
3. To the right of the Credentials field, click Select.
   
    
4.  Check the box in the Add column next to the credential(s) you wish to associate with this user.
   • A user can have more than one credential attached to their user account.
     
5. Click Save.
   • The credentials you have added will appear in the Credentials box.
     
      
6. Click Save.
7. Repeat for each user that will be assigned credentials.

1. Go to Administration > Credentials.
   
    
2. Select the credential you wish to modify from the table of existing credentials.
3. The selected credential will now populate into the fields above in Edit Mode!
4. Edit the desired fields.
5. Click Save. 
6. Repeat for any previously created credentials you wish to modify.

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