Associate Link

PATH:
Home
>

QUIZ

ROLE PRIVILEGES NEEDED: <udl-white>Allow User Access To Associate Tabs<udl-white>

Associates can access their own Associate detail information.  This lets them validate the information that you have on file within the Associate master file record.  Additionally, Associates can electronically complete and sign any Associate related documents.

To access their own Associate Information, an Associate can select their name in the top blue banner after they sign in to Careficient.

The Associate detail information displays with the following:

If the associates permissions allow them to View Associates, then they will see the following tabs when they click on the link.

An Associate can also access their Associate file/record from the Resources > Associates

If the Associate’s security permissions include access to View Associates this option will show all Associates in the Associate search screen.

If the Associate’s security permission does not allow access to View Associates information then this page will only show their name in the search screen.


Interactive Tutorial