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Assigning User Roles

  1. Portal Training Manual
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  3. 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.


Audio Description of Video

[Title: 2 Minute Training – Assigning User Roles]

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Welcome to Health Portal Solutions’ training on Assigning User Roles.

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User Roles allow you to manage and control what functionality your users have access to. User Roles can be used for your group administrator and your admin portal login accounts.

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For example, let’s say that some of your group administrators need access to benefits, ID cards, and enrollment, but nothing else. You can assign them to a user role that only shows the enrollment and benefits when they log in.

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As another example, let’s say that your customer service team needs access to the Claims, Benefits, and Document lookup, but nothing else in your admin portal. You can assign them to a user role that only will show them the Claims, Benefit, and Document pages when they log in.

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By limiting what functionality these parties have access to, you can help them focus on the online tools most relevant to them while also creating a targeted experience for the user. Here’s how to assign a user role to a login account.

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In this example, let’s say you’re going to assign a user role to a member of our Customer Service Team. Start in the Control Panel on the Admin Users page. Find the login account you need to manage and click the Assign icon.

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A window will open listing all the user roles you have created. We’re going to select the Customer Service one. Then click Save.

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The user role has been assigned. Now when this user is logged in, she will only see the functionality that is specific to the Customer Service role.

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Thanks for watching this training. Contact HPS Support for any other questions.

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