User Associated CEs

The User's Associated CEs feature enables you to associate individual users to specific CEs. In order for users to have access to system functions for a Contracting Entity, such as claims access, users must be associated with the Contracting Entity. Similarly, users who should no longer have access to Contracting Entity functions need to have their Contracting Entity association removed.

To access User’s Associated CEs

1. On the blue menu bar, select Security.

2. Select User Manager.
The Search for User screen displays.

3. 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 select Search.
—OR—
Select All to display a list of all users.
A list of users matching the search criteria displays.

4. Select the User you wish to access.
The User Options menu displays.

5. Select User’s Associated CEs.
The User’s Associated CEs screen displays.

To add a CE association

1. On the blue menu bar, select Security.

2. Select User Manager.
The Search for User screen displays.

3. 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 Select Search.
—OR—
Select All to display a list of all users.
A list of users matching the search criteria displays.

4. Select the User you wish to access.
The User Options menu displays.

5. Select User’s Associated CEs.
The User’s Associated CEs screen displays.

6. Select Add CE.
The Add User’s Associated CEs screen displays.

7. Enter the Agreement Number or the CE Name, and then Select Search.
—OR—
Select All to display a list of all CEs.
A list of users matching the search criteria displays.

8. Select Add Association to the left of the CE you want to associate with the User.
A confirmation message displays.

9. Select Finish.
The User’s Associated CE screen displays with the newly added Contracting Entity on the list.

To remove a CE association

1. On the blue menu bar, select Security.

2. Select User Manager.
The Search for User screen displays.

4. Select the User you wish to access.
The User Options menu displays.

5. Select User’s Associated CEs.
The User’s Associated CEs screen displays.

6. Select Remove to the left of the CE you want to remove.
A confirmation message displays.