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Manage Case Access

This page allows you (the account manager) to grant or revoke an account designee's access for the Case ID and Beneficiary Last Name displayed at the top of the page. This page displays all designees currently associated to your Account.

 
FieldDescription
Designee NameThe name of the account designee on the account.
Grant/Revoke Access

A checkbox that indicates whether the designee has/does not have access to the Case ID displayed at the top of the page. Click the checkbox to grant or revoke access to the designee.

  • A checked box means the designee has been granted access to the case.
  • A blank (unchecked) box means they do not have access to the case/their access has been revoked.
Select AllA checkbox that indicates whether to include/exclude all designees in having access to the Case ID displayed at the top of the Manage Case Access page. Use this checkbox to select/de-select designees. Click to select all designees, click again to de-select all designees.

Click Print this page link to print a copy of this page for your records.

Click Continue to submit your changes. The Manage Case Access Confirmation page will display.

Click Cancel to return to the Case Listing page without submitting changes.