Update an Admin User Account

 

Use this user guide to update an administrative user account.

 

From the Home Page access the Admin Dashboard screen.

 

Process Steps

 

To update an admin user account:

 

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

 

·        The Search for an Account screen is displayed.

 

2.      Enter search criteria for the account to be updated:

a.      Select Worker from the Role drop down menu.

b.      Enter the user’s first name in the First Name textbox.

c.      Enter the user’s middle name in the Middle Name textbox.

d.      Enter the user’s last name in the Last Name textbox.

e.      Enter the user’s date of birth in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

f.       Enter the user’s social security number in the Social Security Number textbox in the format XXX-XX-XXXX.

g.     Enter the user’s ID number in the Application Number textbox.

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click on the Search button.

·        Accounts that match the criteria are displayed.

 

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

 

4.     Select the radio button adjacent to the account to be updated from the list of accounts retrieved in the search.

 

5.     Select Update from the Admin Functions drop-down menu.

 

6.     Click Submit.

 

·        The Admin: Update Account screen displays.

 

Information in the Admin: Update Account screen is pre-populated. All fields but Email Address, User ID, Employee Number and Password can be updated.

 

7.      If needed, enter the new user information in the textboxes in the User Information section:

 

a.      First Name

 

b.      Middle Name

 

c.      Last Name

 

d.      Suffix

 

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

 

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

 

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

 

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

 

                           i.          Active

 

                          ii.          Inactive

 

8.      If needed, enter the new 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.

 

9.      If needed, enter the new account role permissions in the Assign Roles to User section:

 

a.      Select the role from the Role Name drop down menu. 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

 

Admin Users are assigned one role, which determines the privileges and permissions they have in the system. To update the user’s role, his/her existing role needs to be deleted. To delete a role, select it with the radio button and click the Remove button.

 

 

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.

 

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

 

When a user role is selected, tasks the user can assign/work are automatically populated based on role privileges defined in the system.  Tasks can be added or deleted by checking or unchecking the box associated with the task .

 

a.      Appeals

 

b.      Expedited Appeals

 

c.      MCI

 

d.      Exemption

 

e.      Complaints

 

f.       Unverified Information (Medicaid)

 

g.     Unverified Information (QHP)

 

h.      Special Enrollment

 

11.   Click the Add Role button.

 

·        The new role is displayed.

 

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

 

13.   Click Submit.

 

·        A message is displayed confirming the account has been updated.

 

 

Results of the Procedure

 

An administrator account is updated.