Create an Admin User Account

Use this user guide to create an administrative user account.

Process Steps

To create a new admin user account:

1.      Click on the Create an Administrative User link in the Administrative User Account section in the Admin Dashboard.

·        The Admin: Create Account screen is displayed.

2.      Enter the user’s information in the textboxes in the User Information section:

a.      First Name

b.      Middle Name

c.      Last Name

d.      Suffix

e.      Email Address

f.       Phone number in the format XXX-XXX-XXXX.

g.     Select the Type of phone number from the drop down menu.

h.      Enter the User Begin Date and User End Date in the format MM/DD/YYYY or select it from the calendar.

i.       Select the account Status from the drop down menu. Options are:

                           i.          Active

                          ii.          Inactive

3.      Enter profile information in the Security Profile section:

a.      Select the User Type from the User Type drop down menu. Options are:

                                i.     Inquiry (external)

                               ii.     Internal

b.      Select the default location from the Default Location drop down menu.

c.      Enter the User ID in the User ID textbox.

d.      Confirm the User ID in the Confirm User ID textbox.

e.      Enter the employee number in the Employee Number textbox.

f.       Re-enter the employee number in the Confirm Employee Number textbox.

g.     Enter the password in the Password textbox.

h.      Re-enter the password in the Confirm Password textbox.

4.      Enter account role permissions in the Assign Roles to User section:

a.      Select the role from the Role Name drop down menu. The options are:

                                                    i.     Appeals Coordinator (contact center)

                                                   ii.     Contact Center Representative – Employee/Individual

                                                  iii.     Contact Center Representative – Employer/Broker

                                                 iv.     Contact Center Representative – General

                                                   v.     Supervisor (contact center)

                                                 vi.     Clerk DHS

                                                vii.     Administrator DHS

                                               viii.     Broker/SHOP Admin Exchange

                                                 ix.     Exchange Plan Manager (Exchange)

                                                   x.     Navigator Administrator

                                                 xi.     Supervisor DHS

                                                xii.     Exchange System Admin

                                               xiii.     Worker DHS

                                              xiv.     PE Admin

b.      Enter the begin date in the Effective Begin Date textbox in the format MM/DD/YYYY or select it from the calendar.

c.      Enter the end date in the Effective End Date textbox in the format MM/DD/YYYY or select it from the calendar.

5.      Check the box to select the applicable tasks the user may work on. Options are:

a.      Appeals

b.      Expedited Appeals

c.      MCI

d.      Exemption

e.      Complaints

f.       Unverified Information (Medicaid)

g.     Unverified Information (QHP)

h.      Special Enrollment

6.      Click the Add Role button.

·        The new role is displayed.

7.      Select the radio button adjacent to the role displayed.

8.      Click Submit.

·        A message is displayed confirming the account has been successfully created.

Results of the Procedure

An administrator account is created.