Admin Screen Element Reference

Common screen field descriptions used in the Admin module.

Screen Element Description
Actions (column) User Management Screen Select one of the following:
  • - Edit user account
  • - Copy user preferences to a new user
  • - Delete user account
Audit Log (column) User Management Screen

Select Activity to view the User Audit Report for the selected user.
Filter (screen field) User Management Screen

Displays Default if no filters are applied. Hovering over will show the default filters.

Displays Applied if filters are selected. Hovering over will show the selected filters.
Add New User (action) User Management Screen

Select to create a new user.
Claim Status Inquiry (preference) Preferences - Claims
Select to have the Initiate CSI action display in Claim Status Inquiry and claim reports.
note: This preference is applicable to Web CSI only.
Environment (radio button) Select which environment, PROD or TEST this user's account has access to. A separate account is needed for each environment.
Last Login (column) User Management Screen

Displays the date and time the user last logged in to the application.
Payment Rec (preference) Preferences - Claims
  • Payment Rec - Check to give permission to the Payment Reconciliation module.
  • Payment Rec and Force Release - Check to give permission to release a file.
  • Payment Rec Update - Check to give permission to reconcile/void/add note but not release.
  • Payment Rec View Raw Deposit File - Check to give permission to view the content of a raw deposit file.
Product Access (field) Add/Edit New User Screen Select what product the user has access to
  • All - Access to both Claims and Eligibility
  • Claims
  • Eligibility
Role (filter and field) Add/Edit New User Screen and User Management Screen
Select one of the following roles:
Role Name Description
Administrator Full access to system, including the Admin tab.
File Transfer Access to the Home, eStatus, and File Transfer tabs.
Standard

Access to the Home, and eStatus and tabs.

Standard users have full access to reporting functionality.
SSO User ID (column) User Management Screen

This column displays only if Enable Single Sign On preference for the customer is set to Yes.
SSO User (radio button) Add/Edit New User Screen

This only displays if Enable Single Sign On preference for the customer is set to Yes. Select Yes to enable SSO for the user. The user will no longer be able to sign on using AEDI login.
System Configuration (tab) (Payment Reconciliation customers only)

From this tab Payment Reconciliation customers can map Payee Names to Payee Tax IDs by selecting Payment Reconciliation > Payee Mapping. The column Payee Name can then be added to the ERA Search screen using Add Columns.

Upload SSO Users (action) Select to upload a .csv file. This changes aEDI users to SSO users but does not create a new SSO user. Maximum users uploaded at one time is 1000. Both active and inactive users can be updated.
note: File has to be created by admin user and selected from a location at the time of upload.