Managing Activity-Level Contributors

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1. Locate the activity.

   1. This can be accomplished in several ways:

      1. Filtering on the Open Activities card on the dashboard

      2. Selecting Activity History in the left-hand navigation bar.

2. Select Activity ID link.

3. Once on Activity page, scroll down to the Activity Contributors card.

4. There is a list of entity contributors listed, with the following information:

   1. Name

   2. Role

   3. Username

   4. Account status

   5. MiLogin phone number

   6. MiLogin email address

      1. MiLogin information cannot be changed in MiEHDWIS. To update this information, you need to update your MiLogin account.

   7. Added by - This is the user that added that individual to the entity.

   8. Added on - Date user was added to the entity

5. There is a text Filter bar along the top of the page.

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Adding New Activity Level Contributor

1. Select the + Add Contributor button.

2. A pop-up will appear. Enter the full User ID of the user you would like to add.

   1. User ID is sometimes called Username. It is the ID that is used to log into their account.

   2. User ID must be spelled correctly, so please confirm you have it before adding the user.

3. After you have provided the full User ID, select the Add button.

4. The new contributor will now appear in the Activity contributor card.

Removing Activity Level Contributors

1. To remove a contributor from an Entity, navigate to the Contributors tab on the Entity Overview page.

2. Locate the user you would like to remove in the contributors list.

3. Select the trash can icon next to the user you would like to remove.

   1. You cannot remove yourself from an activity.

4. A confirmation window will appear.

   1. When you remove an activity level contributor, that individual will not be able to see the activity on their customer portal.

5. Select the Remove button.

6. That contributor is now removed from the Activity Contributor card.

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