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Member Control

Prevent access to certain members’ data by creating a restricted or blacklisted member group. Any access to the members’ dependents will be restricted too. No search, session, task mode, or display will be available for members included in the restricted member control group.

For example, you could have a member control containing plan employees whose benefit and health claims details shouldn’t available to the other employees of the plan. In this example, assign the member control to the operator's profile so they can’t access other employee’s plan information.

Go to: Home > System Administration > Security > Member Control.

Add a member control

  1. Click .

  2. In the Create New Blacklist window, enter a name for the member control. For example, if the control will contain members in Plan 123, you could call it PLAN123. Then, click .

  3. Note: You can enter up to 10 characters.
  4. Enter a description for the member control.
  5. To add a member, click .
  6. Enter the member number or ID to add to the blacklist and press Enter. You can also click to search for the member. Add as many members that you need.
  7. Note: An asterisk displays next to members that haven't been saved.
  8. If you need to remove any members from the list, select the member and click .
  9. When you're finished adding members, click to save.

Update a member control

  1. Select the list from the Control Key dropdown menu.
    • Or, select to use the filter to locate the member control.
  2. Make any changes to the member control.
    • Click to add more members.

    • Select a member and click to remove them from the control.

  3. After updating the list, click to save.

Delete a member control

  1. Select the list from the Control Key dropdown menu, or select the filter to locate the member control.
    • Or, select to use the filter to locate the member control.
  2. Select .
  3. At the Delete Blacklist window, select to delete the control, or to return to the Member Control screen.
  4. After you select , the control is deleted from Member Control.

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