Solo 2.0 Permissions Guide
Overview
This document outlines the permission structure and access controls within Solo 2.0. Permissions are organized by functional modules, with each permission having three levels of access: Read, Create, and Update.
Permission Structure
Permission Levels
- Read: View-only access to module data and functionality
- Create: Ability to add new records or configurations
- Update: Ability to modify existing records or configurations
Module Permissions
Tickets
Provides access to the support ticketing system for reporting issues and requesting assistance with Solo 2.0.
Accounts
Controls access to client account management and configuration features.
Implementation
- Read: Access to view and edit the Implementation tab tracker (Note: Edit functionality will be separated to Update permission in future release)
- Create: No functionality currently available
- Update: Will control implementation tracker editing when permissions are updated
Account Alerts
- Read: Read-only access to Alert Manager
- Create: Ability to create and edit alerts in Alert Manager (Note: Create/Update functions will be separated in future release)
- Update: Reserved for future create/update function separation
AllAccounts
- Read: View all accessible accounts (Note: Currently includes carrier edit functionality - will be fixed in future update)
- Create: "Create New Account" functionality across the module
- Update: Edit carrier information (Will be fully functional in future update)
MyAccounts
- Read: View only accounts where user is listed as a Contact
- Create: Create functionality for accounts where user is a contact
- Update: Edit carrier information for accounts where user is a contact
Inheritance Rules
- Read: View information in the Inheritance tab
- Create: Edit data in the Inheritance tab
- Update: Create functionality in the Inheritance tab
Programs
- Read: View the Programs tab
- Create: No functionality currently available
- Update: No functionality currently available
Program Fees
- Read: View program fees
- Create: No functionality currently available
- Update: No functionality currently available
Custom Lists
- Read: View custom lists in Accounts
- Create: Create new custom lists in Accounts
- Update: Edit/update existing custom lists in Accounts
Account Notes
- Read: View account notes
- Create: Create new account notes
- Update: Edit existing account notes
Group Setup
- Read: View custom BPG routing configuration
- Create: Create custom BPG routing configurations
- Update: Edit existing BPG routing configurations
Accumulators
Future functionality - to be implemented
Plan Design
Future functionality - to be implemented
Members
Controls access to Member InSites for member search and research functionality.
Eligibility Details (Future change from General Member Information)
- Read: View Eligibility Details, Account Information, and Quick Links
- Create: Create members manually and add alert messages
- Update: Edit Eligibility Details
Claims
- Read: View historical claims, claim details, and claim tiles
- Create: No functionality currently available
- Update: No functionality currently available
Ticketing
- Read: View member Ticket History and details
- Create: No functionality currently available
- Update: No functionality currently available
Member Details
- Read: View Mail Order Prescriptions, InSites, and Coupons
- Create: No functionality currently available
- Update: No functionality currently available
Consent
- Read: View coupon details
- Create: Create consent details
- Update: Update and save consent details
Faxes
- Read: View faxes and fax details
- Create: Future functionality for creating/sending new faxes
- Update: Edit existing faxes
App Portal
- Read: View App Portal details
- Create: No functionality currently available
- Update: No functionality currently available
Override and Claim Edits
- Read: View PA Status and Override details
- Create: Create overrides in claim edits, claim tiles, and overrides tab
- Update: No functionality currently available
Claim Reversal
- Read: No functionality currently available
- Create: Create claim reversals
- Update: No functionality currently available
Contact Details
- Read: View contact details
- Create: No functionality currently available
- Update: Edit contact details
Manual Test Claims
- Read: Access Manual Test Claim and Test Claim dropdowns in Claims tab
- Create: Execute manual test claims from available pathways
- Update: No functionality currently available
DED and OOP
- Read: View DED (Deductible) and OOP (Out of Pocket) details
- Create: No functionality currently available
- Update: No functionality currently available
DED and OOP Manual Adjustments
- Read: No functionality currently available
- Create: Add manual adjustments
- Update: No functionality currently available
Manual Claim
- Read: Access Manual Claim dropdown in Claims tab
- Create: Process manual claims
- Update: No functionality currently available
Member Alerts
- Read: View member-specific alerts
- Create: Add/create member-specific alerts
- Update: Edit member-specific alerts
Clinical
Provides access to clinical module functions including overrides and claim edits.
Clinical (Top-Level Control)
Note: All permissions currently controlled at this level. Individual controls within this module will be separated in future updates.
Overrides
- Read: View "All Overrides" table, override details via hyperlinks, 3-dot menu, or dropdown
- Create: Access "Create New Override" functionality
- Update: Edit override details
Claim Edit Rules
- Read: View "All Rules" table and claim edit details
- Create: Access "Create New Rule" functionality
- Update: Edit claim edit details
Claim Template Management
- Read: View "Template Defaults" table and template details
- Create: Access "Create New Template" and "Create New Rule" functionality
- Update: No functionality currently available
List Management
- Read: View "All Lists" table, download lists, and view list details
- Create: Access "Create New List" functionality
- Update: Access List Actions for adding, updating, and cloning configurations
Future functionality - to be implemented
Update Overrides Created by User
Future functionality - to be implemented
Override VCP Coupon Pay
Future functionality - to be implemented
Lookup
Controls access to search and lookup functionality across various data types.
Formulary Tier Overrides
- Read: No functionality currently available
- Create: Create formulary tier overrides from Drug Lookup results
- Update: No functionality currently available
Drug Lookup
- Read: Perform drug searches
- Create: No functionality currently available
- Update: No functionality currently available
Claim Lookup
- Read: Perform claim searches
- Create: No functionality currently available
- Update: No functionality currently available
Claim Reversal
- Read: No functionality currently available
- Create: Process claim reversals via 3-dot menu
- Update: No functionality currently available
Manual Test Claims
- Read: Execute manual test claims from claim lookup results
- Create: No functionality currently available
- Update: No functionality currently available
Orphan Claims
- Read: Functionality to be documented
- Create: Functionality to be documented
- Update: Functionality to be documented
Pharmacy Network
Controls access to pharmacy network management and configuration.
Networks
- Read: View information in Networks tile
- Create: No functionality currently available
- Update: Edit/update network data and configurations
Pharmacies
- Read: View pharmacies and their details
- Create: Create new custom groupings
- Update: Edit/update pharmacy information
Drug Pricing Management
- Read: Access DPM tile with read permissions
- Create: Create new pricing lists
- Update: Edit pricing list details and actions
Fee Schedules
- Read: View details of all fee schedules
- Create: Create and clone fee schedules
- Update: Edit/update fee schedules
Tax Rates
- Read: View tax rate details
- Create: Create/add tax rates
- Update: Edit/update tax rates
Vendors
- Read: View vendors and their details
- Create: No functionality currently available
- Update: Update/edit vendor information
Payment Centers
- Read: View payment centers and their data
- Create: No functionality currently available
- Update: Edit payment center profiles and associate new vendors
Remit Centers
- Read: View remit centers and their data
- Create: Add new remit centers
- Update: Edit remit center profiles and associate new vendors
Dispensing Fees
- Read: View custom pricing/dispensing fees
- Create: Create custom pricing/dispensing fees
- Update: Edit/update custom pricing/dispensing fees
Payment Lookup
- Read: View historical payment information
- Create: No functionality currently available
- Update: No functionality currently available
MAC Lists
- Read: View/download MAC lists
- Create: No functionality currently available
- Update: No functionality currently available
Future Functionality Modules
- List Management: To be implemented
- Manual Claim Manager: To be implemented
- Pharmacy Configuration: To be implemented
- MAC Appeals: To be implemented
Vendor Management
Controls access to vendor profiles and EDI management functionality.
Vendor Profiles
- Read: View vendors and their data
- Create: Create new vendors
- Update: Update/edit vendor information
Job Configurations
- Read: View EDI Management Console (Note: Requires read permissions for SFTP Configurations and Job Logs - will be addressed in future fix)
- Create: Add new job configurations
- Update: No functionality currently available
SFTP Configurations
- Read: View EDI Management Console (Note: Requires read permissions for Job Configurations and Job Logs - will be addressed in future fix)
- Create: Add new SFTP connections
- Update: No functionality currently available
Job Logs
- Read: View EDI Management Console and File Job Manager (Note: Requires read permissions for Job Configurations and SFTP Configurations - will be addressed in future fix)
- Create: No functionality currently available
- Update: No functionality currently available
File Map Configurations
- Read: View incoming and outgoing file jobs
- Create: Add file mappings
- Update: Edit/update file jobs
Settings
Provides administrative access to manage permissions, roles, and settings for users and groups.
Overrides
Controls access to different levels of claim edit and override functionality.
Claim Edit/Override Level 1
- Read: View Level 1 overrides
- Create: Create Level 1 overrides
- Update: Edit/update Level 1 overrides
Claim Edit/Override Level 2
- Read: View Level 2 overrides
- Create: Create Level 2 overrides
- Update: Edit/update Level 2 overrides
Claim Edit/Override Level 3
- Read: View Level 3 overrides
- Create: Create Level 3 overrides
- Update: Edit/update Level 3 overrides
Client Portal Link
Provides access to external client portal functionality.
Client Portal Link
- Read: View Client Portal link (opens in new window)
- Create: No functionality currently available
- Update: No functionality currently available
Program Specific Permissions
Controls user access to program-specific override functionality.
Configuration Options:
- Enabled: Users limited to overriding claim edits for specific assigned programs only
- Disabled: Users can override claim edits for all programs
Implementation Notes
Known Issues and Future Updates
- Several permission categories have functionality gaps that will be addressed in future releases
- Some permissions currently control broader functionality than intended and will be refined
- EDI Management Console permissions are interconnected and will be separated in future updates
- Create/Update permissions in some modules need to be properly separated
Best Practices
- Assign permissions based on job role and responsibility level
- Regularly review user permissions to ensure appropriate access
- Consider program-specific permissions for users who should have limited override capabilities
- Monitor for future updates that may affect current permission configurations
Document Version: 2.0
Last Updated: [October 9, 2025]