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 him or her.

Click User Groups in the navigation panel in Self-Service Administration.

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

1. Click Add.
2. Enter a Group Name and Description.
3. To upload an image to serve as the group Logo, click the Browse button to locate the desired file and then click Upload.
4. Click Save.
5. To add subgroups or users, see the instructions below.

Add a Subgroup

1. Click the arrows in the User Groups list until you reach the level at which you want to add the subgroup.
2. Click Add.
3. 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

1. Click the desired group in the list and click Edit.
2. Make any necessary changes to the group detail, following the instructions under Add a Main Group above.
3. In the CSR24 Clients area, click Add 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.
4. 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 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.