Giving another user access to your tasks

As a provider, allow another user to view and perform your tasks. Your project manager must give you permission to see this area.

Procedure

  1. From your initial on the top toolbar or from the main menu page of the Provider Portal, click My Flow.
  2. On the General tab, in the Grant access to tasks section, select the provider from the list of Available Providers and click Grant Access.
  3. If necessary, select a Start Date.
    If no date is selected, the access is granted immediately.
  4. If necessary, select an End Date.
    If no date is selected, the access is indefinite, until the provider is removed from this section.
  5. Save your changes.