Invite User

Hey, a bigger team is better!

Invite additional users to your DaisyBill account from the Manage Users page. The Invite User feature is limited to users with the Role of Organization Admin.

Step 1. On the navigation bar, click your ‘User’ icon, then select ‘Manage Users’

Step 2. To add a new user, click ‘Invite User’

Step 3. Enter the new user’s Email address

This is the Email they’ll use to login to DaisyBill.

Step 4. Select ‘Role’

A user’s Role in DaisyBill determines their permissions. Roles from greatest to least permission are:

  • Organization Admin - Access to Wizard, Patient, and Injury information, RFAs, all Billing, all Reporting, Manage Billing Providers, Manage Users, and Billing and Invoices. Includes ability to Void payments.
  • Reporter - Access to Wizard, Patient, and Injury information, RFAs, all Billing, and all Reporting. Does not include the ability to Void payments.
  • Biller - Access to Wizard, Patient, and Injury information, RFAs, and all Billing. Does not include the ability to Void payments.
  • Toolbox - Access limited to Wizard, Patient, and Injury information and Requests for Authorization (RFAs). Does not include access to any Billing or Reporting.

Step 5. Select ‘Billing Provider Access’

Accounts with multiple Billing Providers can restrict user access to specific Billing Providers.  Uncheck all Billing Providers the new user shouldn’t access.

Step 6. Click Invite’

The user will receive an email invitation to create their user account.

Invitations expire seven days after they are sent.

Your team just got bigger!

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