WEBeci Online Help

Roles

A role is a defined set of user privileges. For example, one role might be "Insured Master". For the Insured role, you might define system privileges so that the user can:

• perform enrollment

• update own name/demographics

• update dependents name/demographics

• view dependent claims information

• view dependent accumulation information

Tip: While ECI provides a standard set of privileges (parent roles) for users (uninsured, dependent, insured, sponsor, provider), you may wish to copy a role type and then customize the description and privileges to meet your needs. Everyone who uses WEBeci must be assigned a role.  The default role assigned to employees accessing WEBeci for the first time is located/elected within each groups Sponsor Settings.  

Key Concept: Authorization Keys
An Authorization Key is a task or privilege that a user assigned to a certain role is authorized to perform.  For example, View Eligibility is a privilege.  This allows you flexibility in defining parent roles (available to all groups) or creating roles available to a specific group only.  

You can view a role definition, copy a role definition (useful for creating a similar role), edit a role, or delete a role.

To Define a New Role:

1. Copy a role that contains more authorization keys than you need.

2. Rename the role to a name descriptive of the new role.

3. De-select the authorization keys (privileges) you do not wish to be available to users assigned the role type.

4. Save the new role.

The new role can now be assigned!

Troubleshooting

• What is the difference between a "Parent" role and an  "Available" role?

  A "Parent" role is a master role, defined by ECI. ECI has defined several roles (Insured, Provider, Health Insurer, Sponsor, System Administrator, Uninsured) as master roles based on our customer's needs.

  You can copy and edit "Parent" roles into "Available" custom roles.

• How do I switch back and forth between roles?

  Select "Users' and then locate the user you wish to update. Select the "Maintain User Role Settings and Access" link to access available roles. If the user has previously been assigned more than one role, you can switch the default role assigned to the user.

  As the Health Insurer maintaining a user, you will have the options to add a "Provider" role or "Health insurer" role to the existing user under "Create A New User Role".

  As the Health Insurer assuming a Sponsor maintaining a user, you will have the options to add a "Insured employee" role, "Dependent" role or "Sponsor" role to the existing user under "Create A New User Role".

Note: If you do not see an option to switch back and forth between roles, the user has been assigned only one role.  See "How do I switch back and forth between roles?" to add additional roles to a user.

• How do I assign a role to a new WEBeci user?

  Select the "Users" option under the Maintenance Menu.

  As the Health Insurer creating a user, you will have the options to add a "Provider" role or "Health insurer" role under "Create A New User Role".

  As the Health Insurer assuming a Sponsor creating a user, you will have the options to add a "Insured employee" role, "Dependent" role or "Sponsor" role under "Create A New User Role".

  For more information, see User Roles.