As of 6/23/2021, Apex EDI launched our new Multi-User login function! This feature will allow multiple individuals to have different levels of access to your account, all controlled by the set account administrator!
How does this affect my account?
The biggest change that occurs is when you try to log into your account. Where previously you would be automatically logged in, you will be taken to this page instead:
From here, you will need to put in your login information, and then it will log you into the account. Everything else will remain the same, depending on the role your administrator sets for you.
How do I Set up Users?
Once logged in, you'll go to the top right of the account, hover over the Client ID area and select Manage Account.
In the new view, go to the far left of the screen and click on the Manage Account option.
With the new dropdown, you'll click on the User List option, and this will show you all users and their roles.
There are role descriptions as well as a list of each user and what role has been assigned to them. If you're wanting to add a new user, select the Add New User button towards the top.
When that button is selected, you'll want to put in the name and email of the user as well as assign the role you're wanting them to fulfill.
When this new user has been added, you will see a new line for them. It will tell you their username, the role assigned to them, whether they verified their email, and when they last logged into your account.
The new user will then use their assigned username, BUT they will require the same password in order to login. This will not give them administrator access, since access is only granted based on which username is being used.
Do I have to use This Feature?
No. This is a completely optional feature, if you only have one user then that is totally fine! If you have multiple people accessing the account, but want to only have one login, then that's also fine! The purpose behind this feature is to give you more control over your account. We are working to give our providers more and more control over how their account is set, and this is one of many steps towards that goal!
Will the OneTouch Login go Back to how it was?
Unfortunately, this new login feature has permanently replaced our old OneTouch login. While it was extremely convenient to automatically log in, there are too many HIPAA risks with that. So, in order to remain compliant with HIPAA standards, while still allowing multiple users to login, we made this the standard for logging into your Apex website.
What do the Roles do?
Each role is special, and will only allow that user to access that specific function. To view our list of roles, please follow the instructions above on adding users to your account. When a role has been set, then that user will only be able to access what their role mandates, and they won't have access to any part of the website. Administrator will have access to every part of the website and can edit assigned roles at any time.
If you have any other questions, please feel free to reach out to our support staff at 800-840-9152 or email@example.com.