User Groups
Each portal user must be assigned to at least one user group. This determines
the documents, links, and other portal features that are accessible to
the user.
Click User Groups
on the navigation panel in Portal Admin.
A list of main user groups displays. Click the arrow
next to any of the main groups listed to see if any subgroups exist. There
can be multiple levels of subgroups.
From this area, you can add a main group,
add a subgroup, edit
a group, view and modify
the users that belong to a group, or view
and modify group documents.
Add a Main Group
- Click Add.
- Enter a Group
Name and Description.
- To upload an image to serve as the group Logo,
click the Browse
button to locate the desired file and then click Upload.
- Click Save.
- To add subgroups or users, see the instructions below.
Add a Subgroup
- Click the arrows
in the User Groups
list until you reach the level at which you want to add the
subgroup.
- Click Add.
- Follow the instructions under Add a
Main Group above. Note that if you do not upload a logo at the
subgroup level, the logo of the parent group will be used for the
subgroup as well.
Edit a Group
- Click the desired group
in the list and click Edit.
- Make any necessary changes to the group detail, following
the instructions under Add a Main Group
above.
- In the CSR24 Clients
area, click Add
New to select users to be added to this group.
A list of insureds displays. To narrow the insureds listed, enter
a portion of an insured's name into the Find
Name field and click search.
You can also optionally list CSRs or producers by clicking Show
CSRs or Show Producers.
To add an insured to the list, click Use
Default Contact or List
Contacts. If you select Use
Default Contact, the primary contact for the insured account
is added to the CSR24 Clients
list. If you select List Contacts,
a list of the contacts on the account displays. Click the desired
contact.
To add a CSR or producer to the list, simply click the CSR or producer's
name.
To remove a user from the group, click the Delete
link to the right of the user's name.
- Click Save
to apply your changes or Cancel
to discard them.
View/Modify
Users Within a Group
Only groups without users can be deleted. The Status
column in the User Groups list
displays Has Users if the group
currently contains users, and Delete
if it does not.
If the group does not have users, you can remove it by clicking the
word Delete.
If the group does have users, click the number in the Users
column to navigate to the Users area. Here you can add, modify, and remove
users in this group.
- To view or modify the information for a user assigned to the group
(this includes making modifications to the user's group memberships),
click any of the information listed (the user's Name,
Email address, or Last Access
date). See Users for more information on filling
out the user detail.
- To add an existing user to the group, make sure the Group
search criteria is cleared at the bottom of the list. Enter a portion
of the user's Name
or select a Start
Page and click Search.
Access the user's detail and assign the appropriate group membership(s).
- To create a new user from this screen, click the Add New button. See Users
for more information on entering a new user.
View/Modify
Group Documents
Click the number in the Docs
column to navigate to the Documents area.
Here you can add, modify, and remove documents available to this user
group on the portal.