What does Portal Role Access mean?

Users can be assigned specific roles within the portal to ensure that employees only have access to the information they need to perform their job duties. This helps ensure sensitive data is only accessed by employees who need it. Below is a breakdown of each user role’s responsibilities:

• Billing: Access payroll deductions, census files, invoicing, and more.
• Claims: Track and submit employee claims, manage documentation, and more.
• Employees: Add and remove employees. 
• Files: Ability to upload enrollment census, Section 125 files, AFPlanServ 403(b)/457(b) Retirement files, and more.
• Leave Management: Track and manage employee leave, related documentation, and more. 

Users can be assigned to more than one role.

By default, all users will have access to all roles if not assigned one, meaning they will have complete visibility without any restrictions.