Allows administration of user accounts.
The first account approved for an Employer is the “master” account for that employer group. That master account can create user logins for other HR or plan administrative staff. Security roles can be assigned by the master user (as supplied by the TPA.)
- Click the + button to start a new record.
- To find an existing user in the list, start typing their name in the empty search box directly above the user list.
- Click on any of the listed user records to view the details of the user account.
New Record
When adding a new Employer Center user, fill out all required fields and click the SAVE icon. Once saved, the security access groups will appear and you may grant access to specific areas of the Employer Center.
**The password field is only available when creating a new account. Once the account is saved, the password is not editable from the user maintenance area. The new user may use the password reminder option on the login screen if there is an issue logging in.
Employers with multiple group number access can only add the current group number to the new user's access (the group you are currently logged into). If the new user needs access to the other group numbers, please submit a Question to the Website Feedback category with the new user name and the group numbers they need access to.
Employer Roles
Employer roles can be used to assign new employer users restrictions on what areas of the Web eXchange Employer portal that user can access. All roles are defined in the Description column and are general self-explanatory. If you have questions on a specific role, please contact your Client Services Representative.
In the Access column, click the red Add Access button to grant access to that role for the current user. Red buttons on a row mean they currently do not have access to that role. The Administrator role overrides all other roles and provides access to all areas of the Employer Center.
