System Access Survey

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Hello Everyone,

We are reassessing our organization controls for security, availability, confidentiality, processing integrity, and privacy. Please see the below for reference:

Security:Information and systems are protected against unauthorized access, unauthorized disclosure of information, and damage to systems that could compromise the availability, integrity, confidentiality, and privacy of information or systems and affect the entity’s ability to meet its objectives.

Availability: Information and systems are available for operation and use to meet the entity’s objectives.

Processing integrity: System processing is complete, valid, accurate, timely, and authorized to meet the entity’s objectives.

Confidentiality: Information designated as confidential is protected to meet the entity’s objectives.

Privacy: Personal information is collected, used, retained, disclosed, and disposed to meet the entity’s objectives.

Please keep in mind that you will still have access to what you need to preform your job description functions. Multiple meetings have been held with each team’s managers to determine what access is needed to continue to perform your work as normal. If you believe you should have access to additional permissions or another department’s information, please submit an IT Support Case in Salesforce. Post in the Case what information it is that you need access to and why you specifically need access to it. Make sure to tag your Team Manager and Team Executive within your post.

Contact Information

Applicant First and Last Name*

First Last

User First and Last Name*

First Last

Applicant Email Address*

User Email Address*

General Systems Overview

Does the User access WEX Health in order to perform their job?*

Does the User access COBRAPoint in order to perform their job?*

Does the User access Wex Health Partner Central in order to perform their job?*

Does the User access Quickbooks in order to perform their job?*

Does the User need access to TPAStream to perform their job?*

Does the User access Employee Navigator in order to perform their job?*

Does the User access FTWilliam in order to perform their job?*

Does the User need access to Thomson Reuters Checkpoint to perform their job?*

Does the User access Podium in order to perform their job?*

Does the User access Prodoscore in order to perform their job?*

Does the User need access to WorldView to perform their job?*

Does the User access Sharefile in order to perform their job?*

Does the User access RingCentral in order to perform their job?*

General Systems Overview Continued

Does the User access Servers below in order to perform their job?*

Does the User access WordPress in order to perform their job?*

Does the User access Amazon Web Services (AWS) in order to perform their job?*

Does the User access GoDaddy in order to perform their job?*

Does the User access Mail Chimp in order to perform their job?*

Does the User access BPAS CensusPRO2 in order to perform their job?*

Does the User access Absent Tracker in order to perform their job?*

Does the User access Lucid in order to perform their job?*

Does the User access Kleopatra in order to perform their job?*

Does the User access FileZilla in order to perform their job?*

Does the User access Connect Wise in order to perform their job?*

Does the User access RICOH to create share folders in order to perform their job?*

WEX Health Administrator Portal (Production) Access

Does the User access WEX Health Administrator Portal (Production) in order to perform their job?*

Does the User access the Employer tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to add and update employer accounts, including plan design and management.

Which sections of the Employer tab does the User need access to in order to perform their job?*

Does the User access the Consumer tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to view and manage consumer accounts, including enrolling and resetting a password.

Which sections of the Consumer tab does the User need access to in order to perform their job?*

Does the User access the Claims tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to file claims efficiently from your desktop.
Allows you to view and substantiate claims that have been submitted for reimbursement.

Does the User access the Banking tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to process claims across multiple employers as well as print and manage checks.

Does the User access the Analytics tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to access business performance metrics and data sets.

Does the User access the Reporting tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to view reports.

Which sections of the Reporting tab does the User need access to in order to perform their job?*

Does the User access the Data tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to import claims across employers.

Which sections of the Data tab does the User need access to in order to perform their job?*

Does the User access the Setup tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to set up site defaults and settings, and manage administrator and employer users.

Which sections of the Setup tab does the User need access to in order to perform their job?*

Does the User access the Communications tab within WEX Health Administrator Portal (Production) in order to perform their job?*

Allows you to view employer requests, service requests and training materials.

Other WEX Health Access

Does the User access the WEX Support SR Site in order to perform their job?*

Does the User access WEX Health Card Central in order to perform their job?*

Does the User access WEX Health CRS Reporting Site in order to perform their job?*

Does the User access WEX Health Administrator Portal (Staging) in order to perform their job?*

Does the User access WEX Health Employer Portal (Staging) in order to perform their job?*

Does the User access WEX Health Administrator Portal (Training) in order to perform their job?*

Does the User access WEX Health Employer Portal (Training) in order to perform their job?*

COBRAPoint Administrator Portal Access

Does the User access COBRAPoint Administrator Portal in order to perform their job?*

Does the User access the Members tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Members tab does the User need access to in order to perform their job?*

Does the User access the Entities tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Entities tab does the User need access to in order to perform their job?*

Does the User access the Utilities tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Utilities tab does the User need access to in order to perform their job?*

Does the User access the Reports tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Reports tab does the User need access to in order to perform their job?*

Does the User access the Communications tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Communications tab does the User need access to in order to perform their job?*

Does the User access the Wizards tab within COBRAPoint Administrator Portal in order to perform their job?*

Which sections of the Wizards tab does the User need access to in order to perform their job?*

Does the User access the Admin Section within COBRAPoint Administrator Portal in order to perform their job?*

Other COBRAPoint Access

Does the User access the COBRAPoint Support SR Site in order to perform their job?*

Partner Central Access

Permissions are define as:

Portal User role: This role gives only basic access to Partner Central. All other security roles are optional.

Invoice Access: Gives access to the Invoices tile.

Mobile Report Access: Gives access to the Mobile Reports tile.

Portal Administrator: Gives user the ability to add users to Partner Central and manage user security roles.

Which Partner Central User access permissions does the User need access to in order to perform their job?*

Quickbooks Access

Does the User access Vendor Activity within Quickbooks in order to perform their job?*

Does the User access Customer Activity within Quickbooks in order to perform their job?*

Does the User access Reports within Quickbooks in order to perform their job?*

Does the User access to Charts of Accounts within Quickbooks in order to perform their job?*

TPAStream Access

Select User Role in TPAStream*

Employee Navigator Access

Does the User access Vendor Administrator within Employee Navigator in order to perform their job?*

Can manage user and settings.

Does the User access Vendor Analyst within Employee Navigator in order to perform their job?*

Can view Personally Identifying Information (PII) Data

Does the User access Vendor Executive within Employee Navigator in order to perform their job?*

Can view reports

Does the User access Vendor Portal User within Employee Navigator in order to perform their job?*

Can access basic vendor portal functions.

FTWilliam Access

Does the User access 5500 Forms within FTWilliam in order to perform their job?*

Select User access level for 5500 Forms Package in order to perform their job.*

Does the User access 5500 Portal within FTWilliam in order to perform their job?*

Does the User access 8955-SSA Forms within FTWilliam in order to perform their job?*

Does the User access ACA Forms within FTWilliam in order to perform their job?*

Select User access level for ACA Forms in order to perform their job.*

Which FTWilliam User access permissions does the User need access to in order to perform their job?*

Worldview Access

Which Worldview User access permissions does the User need access to in order to perform their job?*

Select the User Role in Worldview.*

Podium Access

Select the User Role in Podium.*

Prodoscore Access

Select User Role in Prodoscore*

Sharefile Access

Standard permissions include:

Create root-level folders in “Shared Folders”

Access to the File Box, a personal storage space to store files for a limited period of time

Access the People tab in the navigation bar in order to browse and add new client users to the account

Add users to the Shared Address Book which allow other employee users to see these contacts in the system

Which Sharefile User access permissions does the User need access to in order to perform their job?*

Does the User need access to Company Account info within Sharefile to perform their job?*

These permissions allow this user to change account branding, gives access to tools regarding account history, and configuration of SAML settings.

Does the User need access to Billing within Sharefile to perform their job?*

These permissions allow this user to change account payment methods, alter account plan type, view billing information, or cancel the account.

Does the User need access to Connectors within Sharefile to perform their job?

These permissions allow this user to create and manage access to other file repository services.

Does the User need access to Advance Preferences within Sharefile to perform their job?*

These permissions allow this user to set up the automation of folder directory creation and file upload portals.

RingCentral Access

Select User Role in Ring Central*

Server Access

Does the User need access to HEW (HIPAA Eligibility Wrapper) to perform their job?*

Does the User access AURORA in order to perform their job?*

Does the User access Kofax Express in order to perform their job?*

Does the User access Cerberus in order to perform their job?*

Submission Summary

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