BalanceAAP > System Tools > Assign Profile and Grant Plan Access

BEFORE YOU BEGIN:

• Add Users, see: User Management
• Define Profiles, see: Profile Management

KEY TOPICS:

• Check the balanceAAP Users list
• Assign a balanceAAP Plan to the User and Grant Access
• Edit Assigned Plan Access

For a step-by-step guide, refer to:

• Quick Start Guide for Setting up New Users

---

Assign Profile and Grant Plan Access

From the BALANCEaap page header, an Administrator may enter System Tools > Security / User Management. The balanceAAP tab is comprised of two sub-tabs: Users and Plan Access.

Check the BALANCEaap Users list

First, on the User Management / Users sub-tab, verify that any new users, added to balanceWORKS, are displayed.

Quick Tip: If you are unsure whether a person is a current BALANCEworks user, enter part of the name into the Search field, and click Search.

For the particular user, review the entry in the AAP Permission column, which will be set to the default (as selected under Security / Profile Management). To change the setting, click the provided AAP Permission entry to open the Assign Permission menu. From the Permission drop-down, select a different Profile. Click [Update].

Remain on the balanceAAP tab, but proceed to the sub-tab for Plan Access, and follow the instructions below.

Assign a balanceAAP Plan to the User

From the User Management > balanceAAP tab, select the Plan Access sub-tab. Select to view the Plan Access sub-tab: By User. Select the user (by Email Address) from the provided drop-down.

The available AAPs will display by Company, Establishment, and Plan Name. The default Profile will display as: No Access. To change the setting, click the No Access link. Select an access level for the user from the drop-down:

• Read Only — The user may view plan information, but cannot make any changes.
• Read Write — The user will have full access to view and edit the plan.
• Reports Only — The user’s permission will be limited to viewing plan reports.

Using the provided check boxes, grant:

• Salary Access
• Plan Access

Click [Save].

Edit Plan Access

For ease in turning granted access on or off, columns in the User list are provided for:

• Salary Access
• Plan Access