The Provider Administrator portal allows you to manage access, settings, and the appearance of the Policyholder portal. There are two types of users who can access the Provider Administrator portal:
- Provider Administrator user: Employee representing the provider.
- Superuser: Employee at BriteCore.
The Provider Administrator portal is composed of independent dashboards. Each dashboard gives you a set of administrative tools and functionality, summarized in Table 1. You need Superuser status to access the following dashboards:
- Settings
- Content
- Templates
- Appearance
- Administrators
Contact BriteApps team to enable your Superuser login to access the dashboards.
Provider Administrator portal dashboards
Enrolled Users
- Enrolled Users dashboard overview
- View all users who have enrolled in the Policyholder portal
- Download a list of enrolled users
- Send a message to a specific user
- Obtain superuser login credentials
- Resend confirmation emails
- Filter enrolled users by Insured name
- Filter enrolled users by date range
- Sort the Enrolled Users dashboard by individual columns in ascending or descending order
Emails
- Emails dashboard overview
- View all email events triggered in the Policyholder portal
- Show only Insured email events
- View additional details on email events
- View email content
- Filter emails sent by date range
- Filter Emails by Insured name
- Filter emails sent by date range and Insured
User Actions
- User Actions dashboard overview
- View all user actions
- View additional details on each user action
- Filter user actions by date range, Insured and/or action
- Sort user actions by username or date/timestamp columns
User Messages
- User Messages dashboard overview
- View all user messages sent to users
- Consolidate broadcast messages
- Send a message to selected individual users
- Send a broadcast message to all enrolled users
- Send a message to all users with an unconfirmed email
- Create and send a message to all users not enrolled in eDelivery
- View user message details
- Filter user messages by date range
- Sort dashboard by selected columns
E-Delivery
- Set up E-Delivery overview
- Set up E-Delivery in BriteCore
- Configure E-Delivery Settings
- Process E-Delivery documents
- E-Delivery dashboard overview
- View all E-Delivery events
- View only E-Delivery events
- View E-Delivery event details
- Download an E-Delivery report
- Filter E-Delivery notifications by date range, E-Delivery Insured, and/or Policy Number
Charts and Graphs
Settings
- Settings dashboard overview
- Show only customized settings
- View settings help
- Filter settings by Search
Content
- Content dashboard overview
- Show only customized content
- Edit content
- Expand or minimize Content sections
- View Content help
- Filter Content by Search
- Filter content by language
Templates
- Templates dashboard overview
- Show only customized templates
- Customize a template
- View templates help
- Filter templates by search
- Filter templates by language