User’s Associated Sponsors
The User's Associated Sponsors feature enables you to associate individual users to specific sponsors. In order for users to have access to system functions for a sponsor, such as claims access, users must be associated with the sponsor. Similarly, users who should no longer have access to sponsor functions need to have their sponsor association removed.
Accessing User’s Associated Sponsors
On the blue menu bar, click Security.
Click User Manager. The Search for User screen displays.
On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search or click All to display a list of all users. A list of users matching the search criteria displays.
Select the User you wish to access. The User Options menu displays.
Click User’s Associated Sponsors. The User’s Associated Sponsors screen displays.
Adding a Sponsor Association
On the blue menu bar, click Security.
Click User Manager. The Search for User screen displays.
On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search or click All to display a list of all users. A list of users matching the search criteria displays.
Select the User you wish to access. The User Options menu displays.
Click User’s Associated Sponsors. The User’s Associated Sponsors screen displays.
Click Add Sponsor. The Add User’s Associated Sponsors screen displays.
Enter the CNIPS ID or the Sponsor Name, and then click Search or click All to display a list of all sponsors. A list of users matching the search criteria displays.
Click Add Association to the left of the Sponsor you want to associate with the User. A confirmation message displays.
Click Finish. The User’s Associated Sponsor screen displays with the newly added Sponsor on the list.
Removing a Sponsor Association
On the blue menu bar, click Security.
Click User Manager. The Search for User screen displays.
On the Search By drop-down list, select Last Name or User Name, enter all or part of the Name in the text box, and then click Search or click All to display a list of all users. A list of users matching the search criteria displays.
Select the User you wish to access. The User Options menu displays.
Click User’s Associated Sponsors. The User’s Associated Sponsors screen displays.
Click Remove to the left of the Sponsor you want to remove. A confirmation message displays.
Click Finish. The User’s Associated Sponsor screen displays with the Associated Sponsor no longer on the list.