Member Portal: Managing Family Settings
You control which family members can see your healthcare information when they’re logged in. Watch this video to learn how you can manage your family’s access using the Family Settings tool. Follow
Tag Archives: manage access
Assigning Data Restrictions
Control what data your admin users have access to by assigning data restrictions. Here’s how to do it. Follow
Assigning User Roles
Want to turn functionality on or off for different types of users? Here’s how you can manage that by assigning user roles. Follow
Creating an Admin Login Account
Here’s a step-by-step view of how to create a login account for your staff and other types of admin users. Follow
Creating Group Administrator Login Accounts
Learn how to create a portal account for Employers, Brokers, and other Group Administrators in this training. Follow
Creating a Member Login Account
Your web portal lets members create their own login account, but sometimes members need some help. Here’s how you can create a web portal account on behalf of a plan member. Follow
Resetting a Member Password
Here’s how you can reset a member’s password for your portal. Follow
Unlocking a Member Login Account
Has a member entered an incorrect password too many times and locked himself out of your portal? Here’s how to fix it! Follow
Resolving Unapproved Member Accounts
If a member’s eligibility data has changed, his login account will be locked as a result. Here’s how to update his account so he can log back in. Follow
