Add a role

In Access, administrators can add roles and set parameters around what each role can access.

To add a role:

  1. In the BriteCore menu, select Access.
  2. On the Roles screen, select Add New Role.
  3. On the Access Role Setup screen, complete the following steps:
    1. In the Name box, type the name of the role, and then select Save.

      Note: You must select Save to continue past this screen.

    1. 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.

      • 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.
    1. Select Next: Associate Policies.
  1. On the Assign Access Policies screen, complete the following steps:
    1. 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.

    2. 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.
    3. Once you have added all of the policies for the role, select Next: Associate Users.
  2. On the Assign Groups and Users screen, complete the following steps:
    1. 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.

    2. 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.
    3. In the Users list, select all the users you want to assign to the role.
    4. 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.
    5. Once you have selected the groups and users you want to assign to the role, select Next: Review.
  3. 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.