Overview
Access groups determine the level of access users have to the application, based on the work they do. The following access groups are available for use.
| Access Group | Description | Model |
|---|---|---|
| Intake User | Users can complete claim intake but cannot view back office. When a intake user opens a claim after it has been created the user will be displayed the External Case Status widget which is used to convey information about the case to external parties, such as front-office users or customers, where supported. | QFD:IntakeUsers |
| External User | When a client has Online Intake available this is the access group that will be associated with customer. Overall the customer has similar access as intake users and can also take advantage of the External Case Status widget. | QFD:ExternalUsers |
| Enhanced Intake | Users can complete claim intake and view all fulfillment details. They cannot complete fulfillment assignments. This access group is typically used for QC personnel who need to view the entire process, potentially create claims, but do not complete any fulfillment activities. | QFD:EnhancedIntakeUsers |
| User | Back office users are given this access group. They have access to create claims and can complete fulfillment assignments. | QFD:Users |
| Managers | Managers also have access to create claims and complete fulfillment assignments. In addition they have a different portal view which allows them to see the QFD Dashboard and access Reporting | QFD:Managers |
| Manager Administrators | Manager Administrators have the same access as Managers but they can also switch the application view to the Administrator Portal. Within the Administrator Portal clients can update and change users access. | QFD:ManagerAdministrators |
| Read Only | Read only users have access to view the complete case but cannot take any actions. | QFD:ReadOnly |
Configuration
To utilize these access groups in your implementation, create a new access group and model it after the model access group shown.