User Admin

Owned by Michael Manning (Unlicensed)
Last updated: Apr 24, 2018 by Sosebee AccuAgency (Deactivated)
3 min read

The User Admin panel is accessed via the Admin > System > Users menu allows for adding, editing, and deleting users. 

 Actions

  •   Edit User  - Opens a menu to edit the user's name, email address, or phone number. 
  • Change Password - Allows the admin to change the user's password. 
  • Delete User - Allows the admin to delete the user. 
  • View Activity - Allows the admin to view the user's activity, send a message, or email the user. 

Add User

  • Agents are able to add and remove users at their will, no need to contact us! 
  • Username - Usernames can be whatever you'd like to create, however we recommend to set the username as the user's first name or first name-first initial to make reporting and search functions easier. Usernames are not case-sensitive. 
  • Password - Passwords are a minimum 8 characters, case-sensitive, and may include special characters. 
    • Note - Passwords may be reset via the "Forgot your password?" link on the login page. Email addresses entered must match the email associated with the username for the password reset to work. Admin users also have the ability to change and reset user passwords. 
  • Location - This menu is where an admin may set a user's assigned location. 
  • First name/Last name - This identify's the user in reports and printed items. 
  • Email Address - Email addresses for users are required and are used to send reminders and reset the user's password. 
  • Phone Number - Phone numbers are not required for users but are used for certain printed items. 
  • User Options
    • Administrator - This option enables administrative privileges for the user. 
    • Non-User - The Non-User option is for instances where the user needs to be represented in the system either for commission or reporting purposes but does not actually need to use the rater or management system. Non-User's are not counted against your number of billed users. 
      • Note - Setting a user as Non-User cannot be undone!
    • Locked Out - This option is a security measure that admins may use to secure a username against usage. Enabling this option will block a user from logging in to the rater until it is disabled.
      • Note - Unlike Non-User, Locked Out usernames can be undone by admins or support staff, and count against the number of users included in your account. 
  • Edit Commissions - This option allows users to enter in producer and sub-producer commission percentages per each line of business created by the agency. These percentages take effect when new policies are created and the premium is entered, more about AccuAgency here.
  • Note - The Edit Commissions button is only available with our management system.