Configure Contacts Page Security for Participants and Administrators

Standard data role and person security profile configurations typically restrict access to the Manage Contacts page to only the participant, in the self-service guided process.

This topic covers how to grant benefits administrators and specialists access to participant contacts in the Benefits Service Center page.

The administrator or specialist must have a person security profile with Include Related Contacts selected. Users inherit the profile through a chain of associated roles, from the parent job role through the descendant duty and data roles.

You can create or edit a data role and:

• Edit the person security profile already associated with the data role

• Edit an existing person security profile and associate it with the created or existing data role

• Create the person security profile and associate it with the created or existing data role

Note: Only application administrators with IT Security Manager privileges can complete these tasks, which they perform in the Setup and Maintenance work area.

Creating or Editing a Data Role

1. Go to the Manage Data Role and Security Profiles task.

2. Either edit an existing data role or create one.

   To edit a data role:

   1. Search for and select the data role that you want to edit.

   2. On the Search Results toolbar, click Assign.

3. In the Person section of the new or existing data role, select the person security profile that you want for this data role.

4. When you are ready, click Submit.

Creating or Editing a Person Security Profile

1. Go to the Manage Person Security Profile task.

2. Either edit the existing profile or create one.

3. In the Basic Details section of the new or existing profile, select Include Related Contacts.

4. When you are ready, click Save and Close.