Create configuration providers and mark them as active

This topic explains how a user assigned to the System Administrator or Electronic Reporting Developer role can create a configuration provider for Electronic reporting (ER). Each ER configuration will refer to the provider as the author of the configuration. In this example, you will create a configuration provider for sample company, Litware, Inc. These steps can be performed in any company as ER configuration providers are shared among all companies.

Create a provider

  1. Go to the navigation pane in the upper left corner and select Organization administration.
  2. Go to Workspaces > Electronic reporting.
  3. Go to Related links > Configuration providers.
  4. Select New.
    • A provider record has a unique name and URL. Review the content of this page and skip this procedure if a record for Litware, Inc. (https://www.litware.com) already exists.
  5. In the Name field, type Litware, Inc..
  6. In the Internet address field, type https://www.litware.com.
  7. Select Save.
  8. Close the page.

Select as an active provider

  1. Select the Litware, Inc. provider.
  2. Select Set active.

Electronic reporting workspace page