Note: This view is only visible for User Roles with User Role Settings = Can View and Can Edit.
User Roles help you manage different functionalities and permissions for different users on the platform. To access your User Roles, click on your Profile > User Roles.
Step 1: Over here you will be able to create, edit and manage your User Roles. Simply click “Add New Role” to create a new user role and “Edit” to edit an existing user role.
Step 2: Here you configure your own User Roles when creating a new User Role or editing existing ones.
By default we have 4 different user roles for you to choose: Admin, Approver, Standard User, Basic User. The table shows the different functionalities that each user have:
Setting Name | Functionality | Admin | Approver | Standard | Basic |
Submit Claims Without Approval | User will be able to submit claims without approval | Yes | Yes | Yes | No |
Approve Claims | User will be able to approve closed claims | Yes | Yes | No | No |
Remove Claims from Queue | User will be able to remove claims from any work queue | Yes | No | No | No |
Claim Visibility | User will either be able to only view claims assigned to them or all claims in the work queue | All Claims | All Claims | Can only view claims assigned to the user | Can only view claims assigned to the user |
Organization Settings | Edit, view, or hide the Organization Settings panel | Can edit | Can view | Not visible | Not visible |
User Role Settings | Edit, view, or hide the User Role Settings panel | Can edit | Can view | Not visible | Not visible |
User Access Settings | Edit, view, or hide the User Access Settings panel | Can edit | Can view | Not visible | Not visible |
Work Queue Settings | Edit, view, or hide the Work Queue Settings panel | Can edit | Can view | Not visible | Not visible |
Work Queue | View the work queues assigned to them | All Work Queues | All Work Queues | All Work Queues | All Work Queues |
Now that the User Role is created, you can assign these roles to your users. To add a user and assign a User Role, please view Manage User Access for more details.
To remove a user,
Step 1: Locate the User Role you want to remove, then click the Remove Role button in that row.
Step 2: Click Confirm in on the pop up.
Warning: Removing a user role cannot be undone. Please review all details carefully before proceeding
