Primary Account Holder - Setting up Your Account

This guide is designed to assist the Primary Account Holder (PAH) in setting up their online account efficiently. The steps outlined below provide an easy-to-follow introduction. Additional resources such as online tutorials and PDFs are available for in-depth information.

Begin by exploring a general overview of your account and its components. Refer to the "First Look Around" guide for an initial understanding.

First Look Around

Pro Tip: Check the tutorials on your Home page by clicking on the Page Guide in the top right corner for helpful insights.

a. Setting Up User Accounts

Navigate to the "My Users" section in your My Account area.

Add or remove users and set their access levels based on their roles.

(e.g., Purchases or Patient Invoice Receipts)

For detailed instructions, see "Add or Edit Access Settings for Users."

b. Supplier Management

Access the "General Settings" area in your My Account section.

Add supplier account numbers, edit delivery locations, and set permissions for your ordering team.

Manage purchase order authorizations and approval levels.

Refer to:

"Requesting Account Numbers From Suppliers"

"Purchase Order Approvals"

Once user and supplier accounts are set up, you can start using your account for purchasing and cost management.

Tutorials and PDFs:

"Finding an Item and Ordering"

"Your Smart Check Tool for Purchasing"

"Recording Goods Received"

Moving Forward

Explore advanced features like real-time stock control and management reporting. Refer to various PDF tutorials and videos.

Explore tutorials in your Page Guide (top right corner of your Personal Catalogue page).

Need Help?

Contact your Support Manager for additional guidance, support, and training. They are ready to assist you in maximizing the potential of your online account.

Remember: Your success starts with a well-set-up account. Take it one step at a time, and don't hesitate to reach out for assistance.