Revision as of 14:42, 18 October 2012

Users Screen

The Users screen allows you to set up new users, assign a “default” user, and perform other permission-related activities.

The Users screen allows you to navigate the following tabs:

• Login
• Roles
• Associations
• Location Access
• Licensing
• Report Delivery
• Sync Status

Licensing Tab

The Licensing tab allows you to set up license and agency appointments for users.

Licensed users are authorized by the insurance commission in a given state to sell insurance.

Appointed users have received an appointment from a specific carrier to do business in one or more states.

Certain products require a license for a user to be allowed to present it to an employee during enrollment. In addition, certain payers require a valid contract number (also known as an appointment). You may enter the state licenses for a user, as well as the contract numbers for each payer on the Licensing tab.

Note that licenses and appointments can be overridden on a case-by-case basis. See the Agent ID tab on the EDI screen for more information. Agent ID's on EDI always override appointments.

The following table lists the element name and provides a description.

Licenses 

Select Licenses from the drop-down list. Place a checkmark next to each state in which the user is licensed. Enter the license number in the space provided, next to the state name.

Appointments 

Select the payer by whom the user is appointed to conduct business. Enter the contract number in the Agent # space provided. Then select each state in which the user is appointed.

To set user roles:

1. Select Users from the Access menu.
2. Click the Licensing tab.
3. Select the user to which you are adding licenses and appointments.
4. In the drop-down list box, select Licenses – US.
5. For each state that the user holds a license in, click the checkbox next to the state name, and then enter the license number.
6. Click Save before assigning any appointments.
7. In the drop-down list box, select Appointments – (Agency Name).
8. Enter the AgentID in the list box.
9. Click the checkbox to select each state in which the agent is appointed to conduct business.
10. Click Save when you are finished.