Adding or Deleting Restricting Claimant Associations with a User

You may have a business need where a claims worker is restricted from accessing a claimant’s information in WCMBP.

To restrict claimant information from a user:

In the Admin tab, select the User List hyperlink.

The system displays the Manage Users page.

Use the Filter By search fields to find the user whose details you want to review or update.

For example, select Last Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.

Select Go.

The system displays an updated Manage Users page with a list of records that match the search criteria you entered.

Select the Name hyperlink for the user whose details you want to review or update.

The system displays the User Details page.

From the Show drop-down, click Restricted Claimants.

The system displays the Restricted Claimants page. This page lists all the claimants, if any, whose information is restricted from the selected user.

Select Add.

The system displays the Restricted Claimants dialog box.

Use the Filter fields to search for the client information you want to restrict.

For example, select Claimant Name from the Filter drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.

Select Go.

The system updates the page with the search results.

Select one or more client names in the Available Values box, select the right-pointing arrows button to move them to the Selected Values box, and select OK.

The system returns to the Restricted Claimants page where the added claimant is now listed.

Select Close to return to the User Details page.

Note: To delete restricted claimant, click the checkbox next to the Claimant ID, click Delete, and then click OK in the confirmation message box.

Adding or Deleting Restricting Claimant Associations with a User

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