Manage public users associated with a professional

You can directly associate a public user with a licensed professional in the licensed professional page, and view or edit the public details.

To manage the association between a licensed professional and a public user

  1. From the Licensed professionals page, find and open the licensed professional you want to work with.

  2. Select the Associated public user tab.

  3. Do any of the following:

    • To associate a public user with the current licensed professional:

      1. Select Look Up, enter your search criteria, and select Submit.

      2. Select the check box next to the public user you want to associate with.

      3. Select Connect.

    • To view and edit a public user associated with the licensed professional.

      1. Select the Email field of the public user you want to work with.

      2. Update any fields as necessary.

      3. Select Save.

    • To remove the association of a public user with the licensed professional.

      1. Select the check box next to the public user from which you want to dissociate.

      2. Select Delete.