Accounts and billing

Learn how to manage Stedi accounts, members, billing, and payments.

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Accounts

A Stedi account is a container for all of your Stedi activity and resources. Every account has a unique ID which you can find in the Account profile. This ID is used to identify the account in the API and in the dashboard. It is also used in dashboard URLs, where it appears in the account URL parameter.

Accounts can have unlimited members, and members can be assigned different roles with different permissions.

It’s possible to have multiple accounts, though using one account is recommended for most customers. If you need additional accounts, you can reach out to support and we’ll enable them for you. Note that accounts cannot be linked – all settings and membership are specific to a given account.

You cannot delete an account via the dashboard or the API. If you need to delete an account, first delete all data and resources in the account then contact support.

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Settings

To access your user account settings, click your user account icon in the top right of the app. You can set the Stedi app to Light or Dark mode and enable Multi-Factor Authentication (MFA) for your user account.

To access your Stedi account settings, click the account name and select Account settings. You can view the account name, account ID, and require Multi-Factor Authentication (MFA) for all account users.

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Inviting members

You can add members in member settings. Each time you invite a member, they will receive an email with your invitation. Invitations do not expire, but can be revoked by any account admin at any time before acceptance.

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Removing members

Any account admin can remove other members from an account. Removed users will still retain their Stedi user credentials and access to other accounts of which they’re a member.

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Assigning member roles

Admins can use role-based access control (RBAC) to ensure only authorized users can access and modify resources in a Stedi account.

Admins can assign Stedi account members to one of four roles:

• Admin: These users can access and modify all resources within a Stedi account. This includes adding and removing members, assigning member roles, adding billing information, configuring settings, generating EDI files, and configuring resources.
• Developer: These users can access and configure all resources.
• Operator: These users can access and configure Partnerships, Guides, and Mappings. They can interact with developer resources, but cannot modify them.
  Operator is the minimum required role for a user to interact with Stedi’s Healthcare APIs and review transactions (such as completed eligibility checks) in the Stedi app.

• Read-only: These users can view some account resources, but cannot modify them. For example, they can review processed transactions in Stedi’s interface but cannot call the API.

To change a member’s role:

1. Go to member settings in your account.
2. Click the pencil icon for a member, choose the appropriate Role from the list, and click Update role.

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Enabling Multi-Factor Authentication (MFA)

You can enable Multi-Factor Authentication (MFA) for your user account. To enable MFA, click your user account icon in the top right of the app and then click Enable MFA.

You can also require all users to enable MFA before accessing a Stedi account. To enforce MFA for all users:

1. Click the account name.
2. Select Account settings and toggle MFA to ON.

The next time a user logs into the Stedi account, Stedi prompts them to set up their MFA token: https://portal.stedi.com/auth/setup-mfa

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Billing and payment

Each account will be invoiced monthly. To add or edit your payment details, go to your Stedi account, click the account name, and then click Billing. Charges will be billed to the credit card on file.