Manage the permissions for a Participant's associated Support Coordinator or Carer to approve claims and receive monthly statements. Remove the assocation to remove access to the Participant and their Plan.
Table of Contents:
Edit Permissions
Remove Association
Edit Permissions
From the Participant Details page, manage the permissions of the Support Coordinator or Carer for the Participant.
- Select the relevant Associated contacts section (Support Coordinators / Carers)
- Click on the ellipses buttons to the right of the contacts details
- Choose Edit to update the permissions the Coordinator or Carer has for the Participant
- Select or deselect Claim Approver; Receive Plan Report
NOTE: You cannot edit the contact details for a Support Coordinator or Carer. They can update their own contact details and OTP preferences from their own Profile when logged in.
Remove Association
You can Remove the association between the Participant and the Support Coordinator or Carer by clicking Remove. The User will no longer be able to view the Participant and Plan details from their login.
- Select the relevant Associated contacts section (Support Coordinators / Carers)
- Click on the ellipses buttons to the right of the contacts details
- Choose Remove to remove the association between the Participant and Support Coordinator / Carer
- Confirm 'Yes' to Remove the association
