In order for a new user to have security access to the system, the new user must first be registered as a user and then linked to a person.
Once the new user has been registered, the user must be assigned a role. The role defines the security profile that is granted to a user to access certain functionality.
These roles may be that of Superuser, Payroll, Income, Member, Reporting, Benefit, General or Employer.
The following chart details the accesses applicable for each role.
|
ROLE |
H |
P |
I |
B |
M |
R |
C |
A |
|
|
SUPERUSER |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
|
|
PAYROLL |
ü |
ü |
|
|
|
|
|
|
|
|
INCOME |
ü |
|
ü |
|
|
|
|
|
|
|
REPORTING |
ü |
|
|
|
|
ü |
|
|
|
|
BENEFIT |
ü |
|
|
ü |
|
|
|
|
|
|
GENERAL |
ü |
|
|
|
|
ü * |
|
|
|
|
HOME LOAN QUOTE |
|
|
|
|
|
ü *** |
|
|
|
|
ANNUITYADMIN |
ü |
|
|
|
|
|
|
ü |
|
|
MEMBER |
ü |
|
|
|
ü |
|
|
|
|
|
TRUSTEE |
|
|
|
|
|
ü ** |
|
|
|
|
EMPLOYER |
Refer to Employer role below |
||||||||
|
FRONT OFFICE |
Refer to Front Office role below |
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* Has access to the Product Information menu option only.
** Has access to the Product Information and Reports menu options only.
*** Has access to the New Quote and Quote Enquiry menu options only.
Abbreviations used in the chart are:
- H – Help
- P – Payroll
- I – Income
- B – Benefits
- M – Member
- R – Reporting
- C – Conversion
- A – Annuities
Employer role
When a user with the role of Employer logs on to the web site, the main functionality menu is NOT displayed.
Refer to
Introduction
Navigation Principles
Instead, a welcome screen is displayed showing the options available to that user. These menu options are dependent on how many clients and pay centres have been linked to the employer user.
The following chart details the accesses applicable.
|
No. of linked clients |
No. of linked pay centres |
Q |
CL |
PJ |
S |
I |
P |
E |
CO |
H |
CS |
LG |
R |
|
2+ |
2+ |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
|
|
|
2+ |
0 |
ü |
ü |
ü |
ü |
ü |
|
ü |
ü |
ü |
ü |
|
|
|
1 |
1 |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
|
|
|
1 |
0 |
ü |
ü |
ü |
ü |
ü |
|
ü |
ü |
ü |
ü |
|
|
|
0 |
1 |
|
|
|
|
|
ü |
|
ü |
ü |
ü |
|
|
|
0 |
0 |
|
|
|
|
|
|
|
ü |
ü |
ü |
ü |
ü |
Abbreviations used in the chart are:
- Q – Quotes
- CL – Claims
- PJ – Projections
- S – Product Info
- I – Investment Info
- P – Payroll
- E – Employer Selection
- CO – Contact
- H – Help
- CS - Close
- LG – Logon
- R – Register
Front Office role
When a user with the role of Front Office logs on to the web site, the main functionality menu is NOT displayed.
Refer to
Introduction
Navigation Principles
Instead, a welcome screen is displayed showing the options available to that user. These menu options are displayed only if the user has been linked to the corporate client, with the role of Front Office.
The following menus will be available:
- Quotes
- Claims
- Projections
- My Work - access only to My Work process name = FRONT OFFICE
- Member Investment
- Reports - access only to Claims Tracking, Member Liabilities and Member Notes (notes of type = External)
For information on linking the user to the corporate client, refer to Adding new contact persons under
Product Launch Requirements
Infrastructure Requirements
Contact Persons
The following chart details which process steps must be followed in order to register and set up a new user in a particular role.
Abbreviations used in the chart are:
- S – Superuser
- P – Payroll
- I – Income
- R – Reporting
- B – Benefit
- G – General
- H – Home Loan Quote
- A – Annuity Admin
- M – Member
- T – Trustee
- E – Employer
|
|
ROLES |
|||||||||||
|
PROCESS |
PROCESS STEP |
S |
P |
I |
M |
R |
B |
G |
E |
T |
H |
A |
|
REGISTRATION |
Register user |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
ü |
|
Create Person |
ü |
ü |
ü |
ü |
ü |
ü |
|
ü |
ü |
ü |
ü |
|
|
PENDING REGISTRATION |
Link user to Person |
ü |
ü |
ü |
ü |
ü |
ü |
|
ü |
ü |
ü |
ü |
|
Confirm user Registration |
ü |
ü |
|
|
ü |
|
ü |
ü |
|
ü |
ü |
|
|
FUNCTIONAL SECURITY |
Assign user role |
ü |
ü |
|
|
ü |
|
ü |
ü |
|
|
ü |
|
Add and assign user to user group |
ü |
|
ü |
|
|
ü |
|
ü |
|
|
ü |
|
|
DATA LEVEL SECURITY |
Link user to Pay Centre |
ü |
ü |
|
|
|
|
|
ü |
|
|
|
|
Set up access to Income Admin |
ü |
|
ü |
|
|
|
|
|
|
|
|
|
|
Set up access to Client and Fund |
ü |
|
ü |
|
|
|
|
|
|
|
|
|
|
Set up contact person on Corporate Client |
ü |
|
|
|
|
ü |
|
ü |
|
ü |
|
|
|
|
Assign user to a team |
ü |
|
|
|
|
|
|
|
|
|
ü |
|
PRODUCT LAUNCH |
Set up as contact person of product |
|
|
|
|
|
|
|
|
ü |
|
|
Notes:
Functional Security Defines the functions that a user can perform on any data to which the user has access.
Data Level Security Defines the set of data to which the user has access.
The role of Superuser allows the user to perform all of the roles.
Note:
Superuser access gives access to the main functionality menu and the flows to the menus, but access to the actual data and screens, etc. is via the other security mechanisms (e.g. data level security).