Introduction
This article will walk you through the process of adding or changing provider types configured on home reports/activities. This will tell the home reports/activities to only be available to home files with that provider type.
Prerequisites
An extendedReach User ID with one of the following user permissions:
- Full Administrator
- Restricted Administrator - Forms Administration
Instructions
Follow the below instructions for adding or changing provider types for home reports/activities by selecting the "Get Started" button below.