Setup-Users

Add-Edit-Delete Web eXchange Users.  Change access for Centers allowed, modules, and security groups.

1. Narrow user list down using any of the filter fields above each column.  Click the desired user row to select that user for edit.
2. Add a new user with the + button.

• Add/Edit User Details.
• Active - Designate if the user is currently active in the system.
• Email Notification - Designate if the user will receive system email notifications.
• Electronic EOB - Designate if the user should receive only electronic EOB notifications rather than a paper EOB.  Only applies to Member Center users.
• Center Access - Designate what Centers this user has access to.  Once additional Centers are checked, additional tabs will be enabled at the top of the User Edit screen for additional options.

• Add access to the appropriate security Modules as needed.  This is NOT required, as Modules are also assigned to the security GROUP which can be added to the user instead.  Add specific Module access here to give a single module permission over what the Group level may already be providing.
• Change the ACCESS column icon to GREEN (thumbs up) to grant access to that Module for this user. 
• Change the READ ONLY icon to GREEN (thumbs up) to deny WRITE access to that Module for this user.  A red icon in this column means they have full write access.
• Save any changes.

• Assign security Group access on this screen.  Security Groups are defined on the main Admin menu.
• Change the ACCESS column icon to GREEN (thumbs up) to grant access to that Group for this user.
• Save any changes.

• Allow access to the EMPLOYER CENTER to specific Employer groups for this user.  Multiple groups can be added one by one if this user is permitted to access them.  Brokers, Client Services TPA Users, etc. usually have access to multiple Employer groups.
• Use the ADD EMPLOYER search box to lookup the employer group to add.  The group key from the adjudication system, or the client name is used here.  Select the matching Employer from the list that is returned.
• Click the ADD EMPLOYER BUTTON to add that Employer to the list.
• Add an Employer Role to add for this group.  This defines what type of access this user has to that Employer.  Employer Roles are defined on the main Admin menu.
• Multiple roles can be added to provide appropriate access.

• Allow access for this user to the MEMBER CENTER for specific Members.  Multiple members can be added if the user is permitted.  This is usually only modified for TPA user testing, or for Members that have moved Employer groups, and need to have an additional Member key added here manually. 

• Allow access for Provider Center Users.  Add by Tax ID or NPI.
• The Unique Key option can be used to limit the Provider user access to a specific record in the ECI HealthPac system's internal provider ID.

• Allow access for PPO Center Users.  Add by PPO ID from the ECI HealthPac system.

• Access for specific Employer groups can be DENIED using this screen.