Signing up is just the beginning! Most primary members have access to their portal right away. If yours isn't set up yet don't worry, we'll send you a quick link to get started.
Once you’re in your portal, you’ll see an option to invite the other adults on your membership.
How to Manage Membership Permissions in the Zion HealthShare Portal
What Are Membership Permissions?
Membership Permissions are a feature in the Member Portal that allows you to authorize or restrict another adult member in your household from taking certain actions on your behalf, based on the permissions you choose. This can include viewing, editing, or submitting sharing requests, as well as viewing or updating contact information.
Managing membership permissions in the Zion HealthShare Member Portal is simple once you know where to look. Follow the steps below to get started:
Step 1: Log In and Access Membership Settings
After logging into your Member Portal, you will see a menu on the left side of the screen. Click Membership located under Dashboard. This will take you to a page displaying membership details and a list of household members.
Step 2: Review Household Member Information
On the membership page, you’ll notice that all adult members have a message indicating their information has been redacted. If an adult household member hasn’t registered for the portal yet, you’ll see an Invite Dependent button next to their name.
Important: Each adult must have their own unique email address to access the Member Portal.
Step 3: Configure Permissions
To set permissions for a household member:
Click the small downward-facing arrow on the right side of their name.
Select Configure Permissions. A new window will appear with options including:
Allow someone other than an adult dependent member to view and edit their personal membership information.
Allow someone other than the adult dependent member to view and edit sharing requests.
Select the permissions you want to grant, then scroll down and click Grant Permissions.
Step 4: Sign the Authorization Document
After clicking Grant Permissions, an authorization document will open for signature:
At the top of the document, check the box confirming you understand and consent to using electronic records and signatures.
Click Agree and Continue.
If you’re signing as the member’s guardian, complete the optional guardian field. Otherwise, you can skip this step.
Add your signature in the final box, then click Finish in the top-right corner.
Step 5: Confirmation
Once completed, the selected adult household member will have permission to view and manage personal information and sharing requests within the Member Portal, based on the permissions granted.
Need a Hand?
If you have questions or need help, give us a call! Our Member Support team is happy to help. (888)-920-9466
A couple of things to keep in mind:
- Each adult (18 or older) needs their own unique email address to join the portal.
- Sharing requests can only be opened by an adult from their own portal account.
- If ever you change your email you will need to let us know so that we can reset, your login credentials.
If you don’t have unique emails for everyone in your household, just give Member Support a call at (888) 920-9466 and we’ll help you out.
After your portal is ready, you can choose to give other household members permission to access your information or even open sharing requests on your behalf.
Having trouble getting into your portal? Try these quick tips:
- Clear your browser’s cache and cookies.
- Open the portal in a different browser.
- Double-check that you’re using the same email you signed up with.
- Request a link to reset your password.
Still stuck? We’re here to help. Call us anytime at (888) 920-9466.