Overview
Users from the RecovR Portal can be imported into the Billing Center using the
Import Users option available under the Add User workflow.
This allows companies to seamlessly onboard existing RecovR users into the Billing Center.
Where to Find the Import Option
Option 1 — From the Users Page
Navigate to Users tab in the Billing Center.
Select Add User.
Open the Import Users tab.
Option 2 — From Company Details
Navigate to the Company Details page of the desired company.
Click Add User.
Open the Import Users tab.
Which Users Are Listed?
Under Import Users, Billing Center displays all users from the RecovR Portal who have any of the following roles:
Company Associator
Billing Admin
Only these users are eligible for import into the Billing Center.
Import Workflow
Select one or more users from the list.
Assign the appropriate Billing Center roles
Click Create User.
Once created:
The user is added to the Billing Center.
An invitation email is automatically sent to the user to complete the registration.
Workflow Similarity
The Import Users process follows the same flow as the existing Add User workflow in Billing Center, with the added convenience of importing users details directly from the RecovR Portal instead of creating them manually.