The Setup option in the navigation menu will show all relevant client setup information. Here, Providers can manage all their Client Setup details. 

Content Includes:

• Access Codes
• Clients

Access Codes

Select Access Codes to view, apply, and edit client-specific access codes for the bureaus plus LexisNexis. 

For a complete guide on working in the Access Codes screen, check out our Setting Up Access Codes article. 

Clients

From the Clients section, Providers can search for clients. Within the client search results, Providers can navigate to manage client details, users, and security settings. 

For a full walkthrough of the Clients section, refer to our Managing Client Setup article.