Contact / Client Representative Profile

A Contact is a customer representative with whom you communicate regarding employee drug & alcohol test results, random selections, personnel / roster management, and more.  You can give contacts login access to view reports and manage their accounts.

Each company/client can have multiple contacts and each contact can be assigned to one or more accounts under the company.

The contact profile editor lets you control login access, what they can see and do when they log-in and what reports they receive through the application.

To add or edit a contact: from the Clients page, search for the account to which the contact belongs.  For the accounts returned by your search, near the left side of the listing, on the line that represents the company/account, click the Client-Mgt icon to open the management module.  When the module window opens, click the button, on the left, titled: Contacts.

Click the icon   to add a new contact or click the edit icon to edit the profile for an existing contact.

The contact profile editor has multiple sections. Continue reading

Clients & Sub-Accounts

As a Third Party Administrator you will have multiple employers (clients) for whom you are provide random selection and drug and alcohol data management services.

Each client can have multiple sub-accounts, each named appropriately. For example, a client might have a DOT and a Non-DOT account. You can also create a separate sub-account for each list of personnel that must be reported separately to a DER or managed separately for random selection of drug and alcohol testing.

Client Representatives

Designated Employee Representative: Drug Test Data ManagementThere is essentially no limit to the number of company representatives you can maintain [Designated Employee Representative] for each  client in the system.  Client representatives with the status of “DER” can see account information (drug test results, personnel, random selection results, etc.) for the accounts to which they are assigned.  Client reps with the status of “Admin” can see information across all sub-accounts for that Client.  You can even have a contact with privileges that extend across clients if required.

Every client added to the system has, by default, a single sub-account.  You can create as many sub-accounts for the client as needed.  Many clients will naturally have a DOT and a Non-DOT account.  Some clients with locations across the state or across the country could have sub-accounts for each location.

When client representatives login to the system, the webpages are branded to your business.