BenefitPoint Setup

Use this guide to set up the correct user roles and permissions needed for your integration with Ascend.

Following these steps ensures Ascend can connect securely and perform the required automation tasks.

1. Create a New User

1. Open the Broker Admin tab.

2. Go to Users.

3. From the Tasks dropdown, choose Add User.

4. Fill out the required fields.

5. Share the login information with your Ascend contact so our team can complete the technical connection.

2. Assign the Correct Roles

Each role provides specific permissions needed for Ascend to function properly.

Please follow each section carefully and make sure all listed boxes are checked.

Role 1: Broker

1. Click Add Role and choose Broker.

2. Enable the following permissions:

   • [ ] Access Plan Updates

   • [ ] Account Service

   • [ ] Plans: Commission Start Date Edit

   • [ ] Product Service

   • [ ] All Regions & Office/Location(s)

3. Click Save to confirm.

Role 2: Broker Admin

1. Go to Configure → Add Role → select Broker Admin.

2. Enable the following permissions:

   • [ ] Edit Carrier List

   • [ ] Global Changes

   • [ ] Setup Service

   • [ ] User Service

   • [ ] All Regions & Office/Location(s)

3. Click Save to confirm.

Role 3: RTM Admin

1. Under Add Role, select RTM Admin.

2. Enable the following permissions:

   • [ ] Revenue Tracking and Management Service

   • [ ] Statements: Unpost

   • [ ] Use BenefitPoint Statement Management

   • [ ] View/Edit All Statements

   • [ ] Void and Revise Statements

   • [ ] All Regions & Office/Location(s)

3. Click Save to confirm.

3. Final Check

Once all roles are assigned:

• Confirm the user account has access to all regions and offices.

• Let your Ascend Implementation Manager know the setup is complete.