Add Additional Site Users
Once your site is registered by the first user, that user becomes the administrator to the site. The administrator user can add additional user without the new user registering on the site. A new user can register on the site but then must wait for approval by the MGA/GA administrator.
·Select the "Admin" link in the header as shown in Figure 9
·You are taken to your company profile page
·Select "Users" as shown in Figure 10
·You will then see a list of current users signed up to the site
·Select the "Send Registration Code" as shown in Figure 11
You are taken to the following page as shown in Figure 12
·Enter Recipient Name
·Enter Recipient email address
·Enter Message for the user (not required)
·Hit the save icon (Check icon in the top right)
The user will receive an email similar to the following as shown in Figure 13
·They should click the link to be redirected to the Registration page as shown below in Figure 14.
- The registration code highlighted below will be entered automatically for the user if they click the link in the email sent.
- If they don't select the link, they can use this registration code using the normal registration process from the main login page.
·They must enter a unique "User Name" for their login
·They must enter a "Password" and confirm that password
·They must pick a "Security Question" and an "Answer" to the question they choose
·They can now log in using their new credentials
The user is directed to the
Note - by default a new user is not created with portal administrator role or view agent statement role. However, you can edit the user after their registration is complete and assign these roles.