When you add someone to your group’s Group Team, you have the option to designate their role.
Sometimes, roles have different permissions in the portal. Below is a rundown of each role.
Roles with NO special portal permissions attached:
Finance
Legal
Roles with unique notifications:
Human Resources: receives onboarding reminder emails, gets sent “Actively at Work” forms when required to verify eligibility.
Note: Every group must have an HR contact.
Implementation: receives renewal notification emails
Roles with advanced portal permissions:
Plan Design Lead: has ability to approve and edit plan designs
Privacy Officer: has view-only access to sensitive data, such as coverage claims, COB, and individual claim details and attachments
Privacy Officers also have greater access to reports. While everyone can see the Aggregate Report, Pharmacy and Medical Claims Reports, Enrollment Report, and Lag Report, Privacy Officers have access to all of the below reports.
