Articles

Account Administration - Overview

OverviewThere are a handful of administration tools that users with the security role MS - Admin have access to.How c...
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User Account Security Settings

OverviewWhen a user logs in to any product or module in the Trella platform, the features and content available to th...
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Admin > Users - Summary

OverviewAs a Trella Insights account administrator, you are able to manage your company's users. This article will sh...
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Creating and Editing User Accounts

OverviewAn account administrator can create or update user accounts for any Trella product using Trella Admin tools. ...
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Bulk User Import

OverviewAn account administrator is able to add users either "one-by-one" using the "Add User" interface, or through ...
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Bulk Assignment Import

Overview As an account administrator, you are able to use a spreadsheet to assign or unassign your users to providers...
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Bulk Actions for User Accounts

Overview The Bulk Actions feature allows account administrators to perform the four actions shown at the right on mul...
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Initial Setup

OverviewThis article highlights the high level steps required for setting up each product in the Trella Platform. For...
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Configure My Agency

OverviewNPI "My Agency" groups are used to maintain a list of your company's agencies in the Trella platform so that ...
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Reports and Scheduled Reports

OverviewAccount administrators and Sales Managers have access to two pages related to usage reporting. Reports - is ...
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User Networks - Strategy

Overview All Strategy users have access to an Admin tool called User Networks. (See image). This page in the Admin t...
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Whitelisting requirements

Overview In order for your employees to get unimpeded use of Trella Health products and services, there are several c...
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Issue: Not receiving Trella Health administrator announcement emails

Overview Trella Health automatically sends out administrator announcement emails for product releases, data releases,...
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How do I load manager relationships into Trella in bulk?

For most customers, the easiest way to update manager relationships is by editing the manager users from within Admin...
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Does Trella Health offer Single Sign-On (SSO)?

Trella Health offers Single Sign-On (SSO) for the all Trella products. SSO for Strategy is not offered at this time....
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