View Source

Employer Roles

Employer roles are used to define what areas of the EMPLOYER CENTER are accessible by an Employer user. Setup general roles that can be assigned to Employer users by TPA staff, and primary Employer users who are building sub-users on their own.

These roles are used system wide for all Employers, so they should be generic, and not setup for a specific Employer.

Roles List

Web eXchange TPA Center Documentation > Setup-Employer Roles > tpa-admin-employer-roles-list.png

Use the filter boxes at the top of each column to narrow the list of existing roles.
Click the desired role to edit.

System flagged roles can't be edited. These are created by default, and can be used to assign access to Employer users along with any custom roles you create.

Role

Web eXchange TPA Center Documentation > Setup-Employer Roles > tpa-admin-employer-roles-role.png

Add\Edit the name of the role.
Add\Edit the role description.
Both of these items should be clear as to what access they provide. The end user that may be assigning these custom roles, will not be able to see the specific permissions inside the role.

Actions

Web eXchange TPA Center Documentation > Setup-Employer Roles > tpa-admin-employer-roles-actions.png

Listed will be all available "actions" in the Employer Center. Change the Access column icon to yes (thumbs up) for those actions this role will be allowed to perform.
Note that there are multiple pages of actions.
Click the SAVE icon to save all changes.