Setting up a New Client for Portal Access

To provide your insureds access to your Self-Service Portal, you can set up their login and password and select their default starting page and features. If your organization uses Applied MobileInsured, you can also choose the screen that displays when the insured uses the application.

Insureds can also click Create an account on the Self-Service Portal login screen to set up a Portal account by themselves. If this feature is not available for your insureds, please contact your CSR24 system administrator.

You can also provide insureds Self-Service Portal access from Applied Epic using a CSR24 SSO link.

• Create a Portal account from Applied CSR24
• Create a Portal account from Applied Epic

Creating a Portal Account from Applied CSR24

1. Click the dropdown arrow on the Locate button to access a recently opened account. To search for other accounts:
1. Click the Locate button.
2. Enter the desired Search criteria.
3. In the Client Name or Client Code field, optionally enter at least one character.
4. Optionally, narrow results by line of business, status, or type.
5. Click Find. A list of matching accounts displays.
6. Click an account to view its detail.
2. Click Account Detail > Contacts on the navigation panel.
3. The Contacts list displays. Click a contact to open its detail.
   Note: Click Add on the Contacts tab to add a new contact.

4. Click Portal on the options bar.
5. The Add New User page displays. Basic name and contact information prefills from the contact screen. Complete any mandatory (outlined in red) fields that do not prefill.
6. On the Belongs To dropdown menu, assign the user to user groups by selecting the corresponding checkboxes, and select the Primary checkbox for the primary group.
   Note: User groups specify the documents, links, and other portal features that its members can access.

7. The login username defaults as the email address on the client’s contact record, although you can enter a different username if necessary. If they have no email address on record, you must enter a username.
8. Click the Change Password link label to change the password if necessary.
9. It is recommended that you click the Require User to change password on next login? checkbox to allow the insureds to replace the initial password with their own.
10. Select the Account is Locked checkbox to lock the insured out of the Portal account.
11. Select a Start Page from the dropdown menu—this page displays when the insured logs into the Self-Service Portal.
12. Select an App Screen from the dropdown menu if applicable—this is what displays when the insured logs into the Applied MobileInsured app.
13. Optionally, add the client’s logo and/or photo in the User Images section. These images display in the Self-Service Portal.
1. Click Browse.
2. Locate the logo or photo file, and click Open.
3. Click Upload.
4. Optionally, click Remove to remove the file.

14. If you want the insured to be able to access multiple clients, select on the dropdown menu the CSR24 database from which to choose clients.
15. Click Save on the options bar.
16. Click the Add link in the CSR24 Client Information section to add clients. You might use this feature for a commercial client who also has a personal policy, for example, so they only need one login.
1. Enter the name of the additional client in the Find Name field.
2. Choose Search.
3. Choose the contact/type of contact necessary for this client record to connect to this Self-Service Portal account.
4. Click Save at the top of the screen.
17. Click Save.
    Note: If the question does not display, your Portal administrator did not select Time Until Passwords Expire.

18. Provide the user Login and Password to your insured.
    Note: It is up to your organization to convey this information to the insured.

19. For detailed instructions on creating a Self-Service Portal login, see Contacts.

Creating a Portal Account from Applied Epic

You can also provide insureds Self-Service Portal access from Applied Epic. To use this feature, you need to have set up a CSR24 SSO link prior to the release configured in Applied Epic. If the client’s account has not yet updated in Applied CSR24 via the Extract, you should wait until it is updated before creating the Portal account.

For more information about the CSR24 SSO links, see the Single Sign On to Applied CSR24 article in the Applied Epic Help file.

1. On the client Contacts page in Applied Epic, click Links.
2. The Links popup window displays. Select your defined CSR24 SSO link.
   Note: New users’ insured accounts need to have already extracted from Applied Epic to Applied CSR24 for this specific CSR24 SSO to function.

3. The Add New User page displays in Applied CSR24. Basic name and contact information prefills from the contact screen. Complete any mandatory (outlined in red) fields that do not prefill.
4. On the Belongs To dropdown menu, assign the user to user groups by selecting the corresponding checkboxes, and select the Primary checkbox for the primary group.
   Note: User groups specify the documents, links, and other portal features that its members can access.

5. The login username defaults as the email address on the client’s contact record, although you can enter a different username if necessary. If they have no email address on record, you must enter a username.
6. Click the Change Password link label to change the password if necessary.
7. It is recommended that you click the Require User to change password on next login? checkbox to allow the insureds to replace the initial password with their own.
8. Select the Account is Locked checkbox to lock the insured out of the Portal account.
9. Select a Start Page from the dropdown menu—this page displays when the insured logs into the Self-Service Portal.
10. Select an App Screen from the dropdown menu if applicable—this is what displays when the insured logs into the Applied MobileInsured app.
11. Optionally, add the client’s logo and/or photo in the User Images section. These images display in the Self-Service Portal.
1. Click Browse.
2. Locate the logo or photo file, and click Open.
3. Click Upload.
4. Optionally, click Remove to remove the file.

12. If you want the insured to be able to access multiple clients, select on the dropdown menu the CSR24 database from which to choose clients.
13. Click Save on the options bar.
14. Click the Add link in the CSR24 Client Information section to add clients. You might use this feature for a commercial client who also has a personal policy, for example, so they only need one login.
1. Enter the name of the additional client in the Find Name field.
2. Choose Search.
3. Choose the contact/type of contact necessary for this client record to connect to this Self-Service Portal account.
4. Click Save at the top of the screen.

15. Click Save.
    Note: If the question does not display, your Portal administrator did not select Time Until Passwords Expire.

16. Provide the user Login and Password to your insured.
    Note: It is up to your organization to convey this information to the insured.