Account Management

Tips and best practices for managing your account in the assister portal.

Assister Roles and Responsibilities

Assister Portal Access Policy for Navigators and CACs

• Follow MNsure's rules of behavior of MNsure employees and contractors, including:
  • Maintain required MNsure Security and Data Privacy trainings.
  • Inform the ARC or Broker Service Line immediately if they will no longer be serving as an assister for whatever reason.
  • Be responsible for protecting consumers' private information even when they are no longer working on a consumer's behalf.
• Complete an online training course and master an assessment.
• Do not allow anyone else to have access to your assister portal username and password.
• Report assister portal errors or system problems to the ARC or Broker Service Line.

Setting up Access to the Assister Portal

Portal Access Steps for Brokers

1. Certified brokers complete assister portal online training and master the assessment.
2. Broker Service Line enrolls the broker in the assister portal and an email is sent with account creation instructions.
3. Broker uses the email to create their assister portal account.

Portal Access Steps for Navigators and Certified Application Counselors

1. Agency administrator provides authorization to have an assister portal account online through the Agency Management Program (AMP).
2. Certified staff complete assister portal online training and master the assessment.
3. ARC enrolls the navigator or CAC in the assister portal and an email is sent with account creation instructions.
4. Navigator or CAC uses the email to create their assister portal account.