Business Associates

To create Business Associates, follow these steps:

1. Click on the 'Create New Business Associate' button.
2. Fill out the details for the "New Business Associate", such as the Tenancy name, Name, and other relevant mandatory fields information.
3. Once all necessary details have been entered, click the 'Save' button to create the new Business Associate.

Export to Excel

1. To download the details of Business Associates, you can click on the 'Export to Excel' Button.

Show Advanced Filters

To apply a filter based on the Tenancy name, Name and Created Between,follow these steps:

1. Enter the 'Tenancy name' value in the corresponding field.

2. Enter the 'Name' value in the corresponding field.

3. Select the date range for when the 'Business Associate' was created.

4. Click on the 'Refresh' button to apply the filter.

   Alternatively, you can use a basic search bar to search for specific keywords or criteria related to the Business Associates you are looking for.

Actions

To access the available options for a specific 'Business Associate', follow these steps:

• Click on the highlighted 'Actions' button, which is represented by three dots in the image.

• View

1. To see the details of the 'Business Associates',click on the 'View' option.

• Login to tenant

1. Select 'Login to tenant' option.(It can be Accessed by Admin only)
2. Click on 'Select' and you will be able to access that particular Account.

• Edit

1. To modify or change the details of a specific 'Business Associate', click on the 'Edit' button.
2. After making the necessary modifications, click on the 'Save' button to save the changes.

• Delete

1. To delete the specific 'Business Associate', click on the 'Delete' option.
2. Click on 'OK' to confirm the deletion.