Platform Internal Personas
To have control over what users can perform in the Platform, different personas have been created with different user permissions. This allows restricting access to certain functions and data in order to protect customers data while enabling team members to do their work and support customers efficiently.
EDI SA and Shovel Engineer
EDI SA and Shovel Engineer users need maximum flexibility to onboard customers.
Permissions
Data | Read | Add | Update | Delete | Notes |
|---|---|---|---|---|---|
Customer | Yes | Yes | Yes | Yes | |
Integration | Yes | Yes | Yes | Yes | |
Flow | Yes | Yes | Yes | Yes | |
SFTP Connection Credentials | Yes | Yes | Yes | Yes | |
Generation Widgets and Rules | Yes | Yes | Yes | Yes | Can perform testing, if they have SFTP access |
API | No | No | No | No | Can perform testing, if they have SFTP access. Read access applies to ops dashboards |
Files in production Secure way to access raw files | No | No | No | No | |
Claims/enrollments | Yes | No | No | No | |
Claims/Enrollment Reports - data aggregation for ops dashboard | Yes | N/A | No (unless updating includes a refresh action) | Yes | |
Logs | Yes | No | No | No |
Customer Facing Teams (Sales & Customer Service)
Customer Facing users need to view what customers are viewing in order to better support customer strategic objectives.
Permissions
Data | Read | Add | Update | Delete | Notes |
|---|---|---|---|---|---|
Customer | No | No | No | No | |
Integration | No | No | No | No | |
Flow | No | No | No | No | |
Connection Widgets (Source, Destination) | No | No | No | No | |
Validation Widgets and Rules | No | No | No | No | |
Generation Widgets and Rules | No | No | No | No | |
Templates | Yes | No | Yes | No | CS may update certain fields in a template depending on how we design it |
Document APIs (e.g., GET /claims or similar) | No | No | No | No | |
Files in production Secure way to access raw files | No | No | No | No | Go through Technical Support for any issues |
Claims/enrollments (individual) | Yes | No | No | No | |
Claims/Enrollment Reports - data aggregation for ops dashboard | Yes | Yes | Yes | Yes | |
Analytics dashboard - data aggregation | Yes | yes | Yes | Yes | |
Logs | Yes | No | No | No |
Professional Services
Professional Services users need enough flexibility to onboard customers, but with a more restrictive access due to the fact that they are not as familiar with X12 integrations as EDI SAs.
Permissions
Data | Read | Add | Update | Delete | Notes |
|---|---|---|---|---|---|
Customer | Yes | Yes | Yes | Yes | Customers with >0 integrations cannot be deleted. Otherwise the simple solution would be delete = no |
Integration | Yes | Yes | Yes | Yes | Depends how much of this is tied to templates |
Flow | Yes | Yes | Yes | Yes | Depends how much of this is tied to templates |
Connection Widgets (Source, Destination) | Yes | No | Yes | Yes | Note: this user may not be as familiar with the order of widgets in the UI, but they may have SFTP knowledge. |
Validation Widgets and Rules | Yes | No | Yes | Yes | |
Generation Widgets and Rules | Yes | No | Yes | Yes | |
Templates | Yes | No | Yes | Yes | Depends on the implementation. Should be able to configure some but not all aspects |
Document APIs (e.g. GET /claims or similar) | No | No | No | No | |
Files in production Secure way to access raw files | No | No | No | No | |
Claims/enrollments (individual) | Yes | No | Yes | No | |
Claims/Enrollment Reports - data aggregation for ops dashboard | Yes | Yes | Yes | Yes | |
Analytics dashboard - data aggregation | Yes | Yes | Yes | Yes | |
Logs | Yes | No | No | No |
Technical Support
Technical Support users need to view what is happening in the system in order to bring support to customer issues. They may need to replicate customer issues and access many elements to troubleshoot, but ultimately making configuration changes for integrations do not apply to this group.
Permissions
Data | Read | Add | Update | Delete | Notes |
|---|---|---|---|---|---|
Customer | Yes | No | No | No | |
Integration | Yes | No | No | No | |
Flow | Yes | No | No | No | Any changes during troubleshooting should be QA-ed, tested, UAT, production deployed |
SFTP Connection Credentials | Yes | No | No | No | |
API | Yes | No | No | No | |
Files in production Secure way to access raw files | Yes | No | No | No | |
Claims/enrollments (individual) | Yes | No | No | No | |
Claims/Enrollment Reports - data aggregation for ops dashboard | Yes | No | No | No | |
Logs | Yes | No | No | No |