Each Team Member on an account can be assigned to one of four user roles:

Administrator

Administrators have full access to lab results and billing, and can edit account settings that other users can't. Administrators can:

  • Add and remove users
  • Assign user roles
  • Change Primary Account Contacts
  • Edit the business mailing address
  • Edit delivery options for reports and invoices (email, mail, or fax)

Full User

Full users have access to both the lab results dashboard, and the Billing & Payments dashboard, but are not allowed to modify team members and other administrator-only settings. Full Users can:

  • View, search, and export lab results
  • Download copies of lab reports and invoices
  • View account balance and invoice details
  • Make online payments and add/remove payment methods

Reporting User

Reporting Users have full access to lab results, but are not able to view invoice or billing information. Reporting Users can:

  • View, search, and export lab results
  • Download copies of lab reports

Billing User

Billing users have full access to the Billing & Payments section, but are not able to access lab results or reports. Billing users can:

  • View account balance and invoice details
  • Make online payments and add/remove payment methods
  • Set up automatic payments

Assigning User Roles:

1. Open the account you want to control from My Dashboards

2. Click "Account Settings" and scroll to the Team Members section

3. Choose a user role using the dropdown, and click the SAVE button

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