You can save the login information you and/or other users utilize to sign into provider portals within FastGem, so that when accessing the provider portals from FastGem, you and/or they will be signed in automatically. 

 

ENTERING LOGIN INFORMATION INTO YOUR OWN ACCOUNT (FRONT END):

 

To enter and save provider portal login information for yourself, head to your 'My Profile' page. 

 

Scroll down until you find the 'FastGem - Integration Settings' section. 

 

 

Enter the applicable passwords/IDs for the provider portals that pertain to you. Click Submit when finished.

 

 Note: Your Spectrum Sales ID is your Spectrum Login name. If you do not know your Spectrum Affiliate ID, please see help article 'Finding your Spectrum Affiliate ID.' 

 

ENTERING LOGIN INFORMATION INTO A SPECIFIC USER'S ACCOUNT (ADMIN):

 

You can enter login information for individual users whom you want to be able to access provider portals through FastGem, but do not want having access to the login information, themselves. 

 

*YOU MUST HAVE ADMINISTRATIVE PERMISSIONS IN ORDER TO COMPLETE THE FOLLOWING STEPS!

 

Login to the Admin portal (back end) of your FastGem instance and click Users>Manage. 

 

 

From the list of users, click on a user's name. Then, navigate to the 'FastGem - Integration Settings' tab within their record.

 

 

Enter the appropriate login information for the applicable providers. Click 'Save & Close' when finished. 

 

 

 

ENTERING LOGIN INFORMATION FOR ALL USERS WITH PROCESSING ACCESS:

 

You can enter login information to be applied to all users within your instance who have access to the provider portals through FastGem, without them being able to see the login information, themselves. 

 

*YOU MUST HAVE ADMINISTRATIVE PERMISSIONS TO COMPLETE THE FOLLOWING STEPS!

 

Login to the Admin portal (back end) of your FastGem instance and click 'Config.' 

 

 

Navigate to the 'Integration' tab. 

 

 

Scroll down until you find the section titled 'Default Logins (if not specified on user account)' and enter the applicable information:

 

 

Don't forget to click 'Save & Close' when done!