How come I cannot assign a provider or program administrator?
Learn why you are unable to assign a provider or program administrator and how to troubleshoot the issue effectively.
When your account is first created by the Implementation team, only one user is added - the account administrator. Once the account administrator is created then it is their responsibility to add other users to the account. After an account administrator is added to the account a program administrator must be added. Typically, the account administrator and program administrator will be the same person in an AEPSi Pro account. That may not be the case every time but as a general guideline, the account admin will be the program administrator.
Here are the steps to follow:
First take note of where you are in AEPSi3. You will not be able to add program users from the account page. The account page and program page can look very similar. Here is how to tell:
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If you see a list of programs or the section for Custom Fields - you are in the Account rather than Program. Click on your program name (you will only have one in a Pro account). Once you have reached the program details, you are in the correct place.
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When you go to add a new user, you will only have the option to enter a program administrator.
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If you are acting as the program administrator and account administrator then enter your name as a user. Then you will able to add providers and reviewers as needed. Additionally with the program admin role you are able to add children, caregivers and classrooms.