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guides:apex_agent_administrator_guide

APEX Agent Administrator Guide

CeRTNA users that have a role of Agent Administrator will have access to a variety of Agent Administration functions as shown below:

Overview

APEX manages feature access based on the role that is assigned to the user when their CeRTNA User Profile is intially created. Agent staff members have the following roles available.

  • Agent User
  • Agent Administrator

Users that are designated with an Agent Administrator role will see the Administration feature tab and those designated as an Agent User will not see the Administration feature tab.

If an Agent Administrator needs to change the role of another staff member, they can send and e-mail to CeRTNA to request the change.

Each of the Agent Administration features and functions are documented in the following paragraphs.

Submitter Requests

CeRTNA users that have a role of Agent Administrator will have access to the Submitter Requests Module.

Submitter Requests Overview

The Submitter Requests module gives Agent Administrators the ability to Create New Submitter Requests and to submit the associated MOU and COI documentation. If you are authorized to this module you will see an Administration tab in your Feature panel, as shown in the Overview image below:

Each of the Agent Administration features and functions are documented in the following paragraphs.

COI Requests

CeRTNA users that have a role of Agent Administrator will have access to the COI Requests Module.

COI Requests Overview

The COI Requests module gives Agent Administrators the ability to View the status of COI Update Requests. If you are authorized to this module you will see an Administration tab in your Feature panel, as shown in the Overview image below:

View Submitters

CeRTNA users that have a role of Agent Administrator will have access to the View Submitters Module.

View Submitters Overview

The Authorize Submitters module gives County Administrators the ability to Activate or Deactivate CeRTNA submitters. If you are authorized to this module you will see an Administration tab in your Feature panel, as shown in the Overview image below:

guides/apex_agent_administrator_guide.txt · Last modified: by brett.zamora