Create an Applied CSR24 Portal Account from Applied Epic

You can provide your insureds Applied CSR24 Self-Service Portal access from Applied Epic. To use this feature, you need to have a CSR24 Single Signon link configured. If the client’s account has not yet updated in Applied CSR24 via the Epic Data 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.

1. Select a contact and do one of the following:
1. Click Edit to open the Contact Detail page. Click Create Client Portal Account.
2. Click Links, and select your defined CSR24 SSO link from the pop-up window.

Important! New users’ insured accounts need to have already extracted from Applied Epic to Applied CSR24 for this specific CSR24 SSO to function.

2. Applied CSR24 opens and 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.
3. 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.
4. 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.
5. Click the Change Password link label to change the password if necessary.
6. 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.
7. Select the Account is Locked checkbox to lock the insured out of the Portal account.
8. Select a Start Page from the dropdown menu—this page displays when the insured logs into the Self-Service Portal.
9. Select an App Screen from the dropdown menu if applicable—this is what displays when the insured logs into the Applied MobileInsured app.
10. 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.
11. 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.
12. Click Save on the options bar.
13. 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.
14. Click Save.
    Note: If the question does not display, Time Until Passwords Expire was not selected by your portal administrator.
15. Provide the user Login and Password to your insured.
    Note: It is up to your organization to provide this information to the insured.