Granting Organization/Payer Access to Reports Control what billing entities can view in your ReadySetConnect system
<h3>Before You Start</h3>
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🛡️&nbsp;Access Requires Admin Privileges 
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<h3>Step 1: Enable Organization Access</h3>
(Two Methods)
Method A: During User Creation
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Go to&nbsp;Users&nbsp;→&nbsp;Add User
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Select&nbsp;"Organization"&nbsp;user type
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Complete required fields
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Click&nbsp;Save
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Method B: Modify Existing Access
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Go to&nbsp;Settings&nbsp;→&nbsp;Access Roles
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Select&nbsp;"Organizations"
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Adjust permissions (example): ✓ Client Records ✓ Detailed Reports ✓ Session Notes<img alt="undefined" src="https://cdn.livechat-static.com/api/file/kb/file/11887380/c1833cbf49-91fd05ab0cf5905f610f.png" style="float: none; height: undefined; width: undefined;">
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Video Tutorial: <a href="https://youtu.be/2QZNW0ZLirw" target="_self">https://youtu.be/2QZNW0ZLirw</a>

Granting Organization/Payer Access to Reports
Control what billing entities can view in your ReadySetConnect system


BEFORE YOU START

 * 🛡️ Access Requires Admin Privileges
   
   

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STEP 1: ENABLE ORGANIZATION ACCESS

(Two Methods)

Method A: During User Creation

 1. Go to Users → Add User

 2. Select "Organization" user type

 3. Complete required fields

 4. Click Save

Method B: Modify Existing Access

 1. Go to Settings → Access Roles

 2. Select "Organizations"

 3. Adjust permissions (example):
    ✓ Client Records
    ✓ Detailed Reports
    ✓ Session Notes

 



Video Tutorial:

Organization Access 