Account members and settings

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

Accounts

A Stedi account is a container for all of your Stedi activity and resources. Every account has a name, which you can find in the Account profile. Your account also has an ID, which is 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, contact us and we'll enable them for you.

Change account theme

To change your account theme:

1. Click the account name in the top right of the portal.
2. Next to Theme you can choose between light, dark, or system (which matches your device settings).

Delete an account

Contact support. You can't delete your account through the Stedi portal or API.

Members

Your account can have many members - a member represents an individual email address used to log into the account. You may want to add additional members so that other individuals in your organization can help manage transactions and troubleshoot issues.

If you've installed a Stedi app, a vendor may also request to be invited to your account, so they can investigate and troubleshoot issues directly during support sessions.

Invite members

To add members to your account:

1. Go to the Members page in your account settings.
2. Click Invite member.
3. Enter the email address of the member you want to add.
4. Select the member's role from the dropdown.
5. Click Send invitation.

The invited member will receive an email with instructions about how to accept the invitation and log into the account. Invitations do not expire, but can be revoked by any account admin at any time before acceptance.

Assign member roles

Admins can use role-based access control (RBAC) to ensure only authorized users can access and modify resources in a Stedi account. An Admin has the highest permissions, and they can access and update all resources in your account, including members and billing details. We recommend assigning most members to the Operator role. This role allows members to manage transactions (like claims and eligibility checks) and submit transaction enrollments requests, but not change account settings or billing information.

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, running eligibility checks, submitting claims, managing API keys, and configuring resources.
• Developer: These users can access and configure all resources, including managing API keys. However, they can't manage members or billing information.
• Operator: These users can run eligibility checks, run insurance discovery checks, submit claims, submit transaction enrollments, and review transaction data. They can also manage guides and trading partners (EDI platform). Finally, they can interact with developer resources, but can't modify them. For example, they can call our APIs, but they can't create or delete API keys.
  Operator is the minimum required role for a user to interact with our clearinghouse and review transactions (such as completed eligibility checks) in Stedi.

• Read-only: These users can view some account resources, but cannot modify them. For example, they can review processed transactions in Stedi but can't call APIs.

To change a member's role:

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

Remove members

An 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.

To remove a member from your account:

1. Go to Members page in your Account settings.
2. Click the ... (ellipses) to the right of the member you want to remove and select Remove from account.
3. Click Are you sure? to confirm.

The removed member will no longer have access to your Stedi account.

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.

Enforce MFA for all members

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

1. Go to the General page in your Account settings.
2. Click the button to Enforce multi-factor authentication.

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

Once you enable MFA for a Stedi account, it cannot be disabled.

Reset a member's MFA

If a member loses access to their authenticator app, an account admin can reset their MFA token.

To reset a member's MFA token:

1. Go to Members page in your Account settings.
2. Click the ... to the right of the member you want to reset.
3. Select Reset member MFA.

The member will be prompted to set up a new MFA token the next time they log in. If they're currently logged in, they may not be logged out immediately - the reset process can take up to an hour.

Billing

Each account will be invoiced monthly.

Add or edit payment method

To add or edit your payment details:

1. Go to your Account settings.
2. Click Billing. You'll be taken to a secure third-party payment site to enter or update your credit card information.
3. Click Add payment method or Update payment method.
4. Enter your payment details. You can enter either credit card details or the routing information for a United States bank account.

Once you save your changes, any charges will be billed to the payment information on file.

Apps

You can install Stedi apps to quickly connect your account to third-party Revenue Cycle Management (RCM) systems, Practice Management Systems (PMS), Electronic Healthcare Record (EHR) platforms, and other Platform Partners.

Contact us to get started with a Stedi app. We'll help you set up the connection and configure your account.

Developer settings

Developers can create test API keys and test SFTP credentials from their Account settings.

• Test API keys allow you to send mock eligibility checks to Stedi's Real-Time Eligibility Check API. Visit Eligibility mock requests in our developer docs for more details.
• Test SFTP credentials allow you to upload test claims and retrieve test claim responses through Stedi's fully-managed SFTP server. Visit Submit claims through SFTP in our developer docs for more details.