Risk Management Platform Ideas

Group users & Assigned Clients

A group user with the following permissions…

Advantage Yes
Content Distribution Yes
Sales Resources No
Clients No
Setup Content No
Setup events… No
Setup claims… No
Setup profile No
Reports Yes
Administration No

…is restricted to viewing clients to which they are assigned in the following places:

  • Succeed Advantage > Campaigns
  • Clients > Manage Clients
  • Setup > My Content Inbox
  • Reports > Group Usage
  • Reports > User List

A group user with those permissions can view all clients in the following locations:

  • Succeed Advantage > Document Direct
  • Reports > Claims Pending Receipt
  • Reports > Claims Setup
  • Reports > Document Direct Utilization
  • Reports > Document Direct History

A group user should always only be able to see the clients to which they are assigned regardless of the feature they are using.

  • Guest
  • Apr 8 2017
  • Future consideration
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