Users

Information for portal user accounts can be entered and modified here as well as from a brokerage user's CSR or producer detail or from an insured's contact detail within CSR24 Utilities. Changing the information in one area automatically updates it in the other.

From the Admin Home screen, or from the Portal Admin menu on the left side of the screen, click Users.

In this area you can add users, edit existing users, copy users, export users, import users, or delete users.

Add a User

1. Click the Add button on the options bar.
2. Enter the user's name in the First Name, Middle Name, and Last Name (and Suffix if applicable) fields.
3. Enter a job Title for the user if applicable.
4. Enter contact information for the user in the Email, Phone, and Fax fields. (The Email field is required.)
5. Select each User Group to which the user should belong. Click the arrow to collapse or expand User Group. (Click here for more information on user groups.) Select the Primary radio button next to the group that should serve as the user's primary group.
6. Enter a Login Username and Login Password for the user to access the portal.
7. If the user should be locked out of the system, check the Account Is Locked checkbox. You can return to the user detail at any time to unlock the account.
8. Select a Start Page ad App Screen that the user will see upon logging in to the portal or accessing Applied MobileInsured. Click here for more information on start pages. For more information on app screens, click here.
9. Optionally check Is Administrator? This grants the user rights to the Portal Administration Utilities. If this is not selected, the user will be able to access only the insured side of the portal.
10. Select the user's local Time Zone.
11. If applicable, the Date Notice Accepted field displays the date the user accepted your end user notice in the Self-Service Portal.
12. To upload a Logo (overrides the user group logo selection and displays in the logo section when the user logs in to the portal):
    1. Click the Browse button to locate the appropriate file.
    2. Click Upload.
13. To upload a Photo (contact photo visible when this user is included in another portal user's Contacts list):
    1. Click the Browse button to locate the appropriate file.
    2. Click Upload.
14. To add clients (other users with which this user can interact on the portal), click the Click here to save user and add Clients link.
1. Click Add New.
2. 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.
3. 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.
4. Repeat steps i-iii as necessary to add all applicable contacts. To remove a contact from the list, click the Delete link to the right of the contact's name.
15. Click Save to add the user to the system or Cancel to discard changes.

Edit a User

1. Locate the appropriate user in the list. To narrow the list, enter a portion of a user's Name, Login Username, or Email address. You can also select a Group or Start Page from the dropdowns. Click Search.
2. Click any of the information listed for the user (the user's Name, Email address, or Last Access date) to open the user detail.
3. Make any necessary modifications to the user detail. See Add a User above for more information. Expand User Group to modify those details if necessary.
4. Click Save to apply your changes or Cancel to discard them.

Copy a User

1. Locate the appropriate user in the list. To narrow the list, enter a portion of a user's Name, Login Username, or Email address. You can also select a Group or Start Page from the dropdowns. Click Search.
2. Click any of the information listed for the user (the user's Name, Email address, or Last Access date) to open the user detail.
3. Click Copy.
4. You are prompted, "Are you sure you want to copy this user?" Click Yes.
5. In order to ensure each user login is unique, the system automatically assigns a new Login Username. The detail for the copied account opens, allowing you to make any necessary modifications to the Login Username and any other applicable fields.
6. Click Save to save your changes, Cancel to discard your changes and close the user detail (meaning the user still has all information that copied from the original user and the Login Username assigned by the system), or Delete to delete the copied user.

Export Users

The Portal user export provides you a means to view your clients’ portal account details without having to review this information on an individual basis.

When you use this export, the client’s Portal account details are exported to a Microsoft Excel file. These details include such information as their email address, user group affiliation, portal account username, start page, app screen, assignment, and administrative rights. The export also includes general user information such as last login, if/how long the account has been locked, account creation date, and if the end user notice has been accepted.

You can make any needed updates to the exported file and Import the list to apply these changes. When you have made the desired changes, click Export. A prompt displays, asking whether you wish to open or save the document. Select the appropriate option to complete the workflow.

Import Users

This function allows you to update existing user credentials as a group and/or edit the information for users who have not been taking advantage of the portal or have forgotten their information. With this functionality, you can update basic insured details, credentials, and locked status.

This function updates existing users only; you cannot add new users in this manner.

1. Export the user list following the Export Users steps above.  
2. Update the information as needed.
3. Click Import.
4. Click the Browse button to locate the appropriate file.
5. Click Import.
6. The Import Status screen displays the results of the import.

Delete a User

1. Locate the appropriate user in the list. To narrow the list, enter a portion of a user's Name, Login Username, or Email address. You can also select a Group or Start Page from the dropdowns. Click Search.
2. Click any of the information listed for the user (the user's Name, Email address, or Last Access date) to open the user detail.
3. Click Delete.
4. You are prompted, "Are you sure you want to delete this User?" Click OK.