API: Creating Guardian Payer Portal Credentials

Set-up Guardian 2FA: Step-by-Step

1. Sign into the Guardian payer portal using the office's logins:
   
   
2. Click the profile icon on the upper right-hand corner of the screen.
   
   
3. Select User management from the dropdown.
   
   
4. Under Assign Access, add the below information and click 'Continue':
   1. First Name: Insurance
   2. Last Name: Admin
   3. Work E-mail address: Zuub generated email address
   4. Confirm Work E-mail address: Zuub generated email address
   5. Choose a Role(s): Select Provider
   
5. Under Provider, select the below:
   1. Allowable Functionality: Select 'Select All'
   2. Taxpayer IDs: Select 'Select All Taxpayer ID's/SSN' OR the applicable IDs listed in this section.
   3. NOTE: Please make note of the TID assigned, as it will be needed later on in the setup process. 
      
6. Navigate to the email and click the link within the message sent from Guardian. 

       7. Agree to the Healthcare Professional Privacy Statement box.

       8. Input the office’s Tax ID and click 'Submit.'

          9. Complete the following:

1. 1. User ID:
   2. Password: 
   3. Confirm Password: 
   4. Challenge Question 1: 
      1. Challenge Answer 1: 
      2. Confirm Challenge Answer 1:
   5. Challenge Question 2: 
      1. Challenge Answer 2: 
      2. Confirm Challenge Answer 2: 
   6. Challenge Question 3: 
      1. Challenge Answer 3: 
      2. Confirm Challenge Answer 3: 
   7. First Name: Insurance
   8. Last Name: Admin
   9. Work Email Address: Zuub generated email address
   10. Confirm Work Email Address: Same as above
   11. Telephone Number: Zuub generated phone number
   12. Mobile Phone: Same as above
   13. Click 'Submit'

Account creation is complete!

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This resource was updated 11/10/2025.