WEBeci Online Help

Roles

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

• view dependent claims information

• update dependents' personal information

While ECI provides a standard set of common roles (insured, dependent, provider, health insurer, etc.), you may wish to edit and/or add roles to meet your needs. Everyone who uses WEBeci must be assigned a role.

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

Note: You can assign more than one role to a person. For example, a Health Insurer could be assigned both the Health Insurer role (allowing them to make administrative changes) and an Insured role (allowing them to see exactly what the employee sees on the system).

Troubleshooting

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

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

  You can copy and edit parent roles into "Current" custom roles.

• How do I switch back and forth between roles?

  Select the "My Info" link from the home page. If you have been assigned more than one role, you can switch back and forth between roles.

  If you do not see an option to switch back and forth between roles, you have been assigned only one role.

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

  Select the "Users" option under the Maintenance menu. Once you have selected a user, you can assign/edit their user role. For more information, see Users.