In Access, administrators can add roles and set parameters around what each role can access.
To add a role:
- In the BriteCore menu, select Access.
- On the Roles screen, select Add New Role.
- On the Access Role Setup screen, complete the following steps:
- In the Name box, type the name of the role, and then select Save.
Note: You must select Save to continue past this screen.
- In the Name box, type the name of the role, and then select Save.
- Under Is this role for agents or internal staff?, select either Agents or Internal.
Note: This selection ties the role to the Contacts module and determines whether the role connects to the Agent portal or the Provider Administrator portal.
- Under Is this role for agents or internal staff?, select either Agents or Internal.
- If you selected Agents, under Is this a role for individual agents or agency management?, select either Individual or Agency.
- If you selected Internal, in the Select a Role dropdown list, select the appropriate role.
- Select Next: Associate Policies.
- On the Assign Access Policies screen, complete the following steps:
- In the Policy list, select all the policies the role will be able to access.
Tip: Use the Search bar to quickly locate the policies you want to select.
- After you select the policies, at the bottom of the Policy list, select Add Selected Policies to Assignments. The policies will appear under Selected Access Policies.
- Once you have added all of the policies for the role, select Next: Associate Users.
- In the Policy list, select all the policies the role will be able to access.
- On the Assign Groups and Users screen, complete the following steps:
- In the Groups list, select all the groups you want to assign to the role.
Tip: Use the Search bar to quickly locate the groups and users you want to select.
- After you select the groups, at the bottom of the Groups list, select Add Selected Groups to List. The selected groups will appear under Selected Groups and Users.
- In the Users list, select all the users you want to assign to the role.
- After you select the users, at the bottom of the Users list, select Add Selected Users to List. The selected users will appear under Selected Groups and Users.
- Once you have selected the groups and users you want to assign to the role, select Next: Review.
- In the Groups list, select all the groups you want to assign to the role.
- On the Review Role screen, review the role’s details, and if everything is correct, select Create Role.
Note: If you need to make any changes, select Back to get the applicable screen, make the necessary changes, and then resume the process.
You have successfully added a role.