Security

The Security tab is where you protect your account.

Password

Enter your current password, then a new password (at least 8 characters) and confirm it. You get a confirmation email when it changes.

Two-factor authentication

Turn on 2FA with an authenticator app (such as Google Authenticator or 1Password). Select Turn on 2FA, scan the QR code, and enter the six-digit code to verify. Once it is on, you enter a code from the app each time you sign in.

Requiring 2FA (owner)

As the owner, you can require 2FA for selected roles (admins, provider employees, support workers). Anyone in a required role must set up 2FA at their next sign-in. You, the owner, are included whenever any role is required.

Role-based access (admin)

Admins also manage role-based access here: the roles that decide which screens and actions a Provider account can use. Create a role, choose its screens, and assign workers to it on their Access tab. A role can only be deleted once no workers are assigned to it.