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The Modules screen will allow customized setup of system wide security access modules.

Modules can be setup to allow specific Actions in the Web Exchange system. The Modules can then be assigned to specific Users and Groups to allow them to perform the Actions assigned to the module. This functionality will remove the need to assign specific actions to each individual User account or Group.

Web eXchange TPA Center Documentation > Setup-Modules > tpa-modules-gird.png

Filter the existing Modules by any of the column headers.
Click the desired Module to edit.
Click the "+" add button on the top right of the grid to add a new Module.

Note: System Flag Modules cannot be edited.

Web eXchange TPA Center Documentation > Setup-Modules > tpa-modules-name.png

Enter or Edit the name and description of the Module. A good description will help other TPA Center users properly use this module when assigning user access.

Always SAVE the record before exiting by using the SAVE icon on the top right.

Web eXchange TPA Center Documentation > Setup-Modules > tpa-modules-users.png

Filter the User list using any of the column headers. All TPA Center users will be listed here.
Select the desired user by clicking on that row.

ACCESS:

Grant the selected user access to this Module by clicking the icon in the ACCESS column so that it shows GREEN.
Remove access to this Module by clicking the icon in the ACCESS column so that it shows RED.

READ ONLY:

Restrict the user to READ ONLY access of this Module by ALSO by clicking the icon in the READ ONLY column so that it shows GREEN.
By default, the READ ONLY option is RED, which allows full access to this module.

Always SAVE the record before exiting by using the SAVE icon on the top right.

Web eXchange TPA Center Documentation > Setup-Modules > tpa-modules-actions.png

Filter the Actions list using any of the column headers. This list will show all possible pages and Actions in the Web eXchange system.
Select the desired Action by clicking on that row.

ACCESS:

Grant the selected Action to this Module by clicking the icon in the ACCESS column so that it shows GREEN.
Remove access to this Module by clicking the icon in the ACCESS column so that it shows RED.

Always SAVE the record before exiting by using the SAVE icon on the top right.

Web eXchange TPA Center Documentation > Setup-Modules > tpa-modules-groups.png

Filter the Group list using any of the column headers. All TPA Center Groups will be listed here. (Groups are added/edited under the Group admin).
Select the desired Group by clicking on that row.

ACCESS:

Grant the selected Group access to this Module by clicking the icon in the ACCESS column so that it shows GREEN.
Remove access to this Module by clicking the icon in the ACCESS column so that it shows RED.

READ ONLY:

Restrict the Group to READ ONLY access of this Module by ALSO by clicking the icon in the READ ONLY column so that it shows GREEN.
By default, the READ ONLY option is RED, which allows full access to this module.

Always SAVE the record before exiting by using the SAVE icon on the top right.