Manage Users Explained

The Manage Users Page lets Administrators view, update, and manage user roles across a DaisyBill account.

The Manage Users Page lets you:

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

B. To edit a Role, click the ‘Edit’ icon, select the role, then click ‘Save Changes’

C. To revoke user access, click ‘Lock User’

D. To edit Billing Provider Access, click the ‘Edit’ icon, select access, then click ‘Save Changes’

E. To view / manage locked users, click the ‘Locked Users’ tab

F. To view / manage invited users, click the ‘Invited Users’ tab

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

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

Provide the new user’s email, select their Role and Billing Provider Access, then click Invite.  The new user will receive an email invitation to your DaisyBill account. For more information, see this Help Article: Invite User.

B. To edit a Role, click the ‘Edit’ icon, select the role, then click ‘Save Changes’

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

  • Administrator - Unrestricted access.  The only level of access that can add users, view DaisyBill invoices and update payment information.
  • Reporter - Access limited to reporting and the creation of patients, injuries and bills.  Ability to submit and post to bills.  CA Only: ability to create and submit RFAs.
  • Biller - Access limited to the creation of patients, injuries and bills.  Ability to submit and post to bills.  CA Only: ability to create and submit RFAs.
  • Auth - Access restricted to the creation of patients and injuries.  CA Only: ability to create and submit RFAs.

C. To revoke user access, click ‘Lock User’

The user’s DaisyBill access is terminated immediately.  Users can later be unlocked to restore their access. For more information, see this Help Article: Manage Users - Locked Users.

D. To edit Billing Provider Access, click the ‘Edit’ icon, select access, then click ‘Save Changes’

Accounts with a single Billing Provider will not see this option.

E. To view / manage locked users, click the ‘Locked Users’ tab

Locked users don’t have access to DaisyBill. Unlock a User by clicking the Unlock User link.

F. To view / manage invited users, click the ‘Invited Users’ tab

Click the Invited Users tab to view pending invitations. Invitations expire after 7 days.

Click the Envelope icon to resend the invitation.

Click the Trashcan icon to delete the invitation.

For more information, see this Help Article: Manage Users - Invited Users.

This should make DaisyBilling even more productive for your team!

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