Admins

Jim Friend -


This article explains how to add new and modify existing agency admin user accounts.  The user role will automatically be assigned to the new admin based on the information provided. Review the information below to learn how to manage admin user profiles. Please note that only Agency managers will have access to the Admins page.  

 

How to Add a New Admin Account 

How to Edit an Existing Account 

How to Reset an Admin Password 

How to Delete an Admin Account

How to Add an Affiliate Agency Admin Account 

 

 

 

 

How to Add a New Admin Account 

Step 1: Log in to your SureLC agency admin account. Once logged in, select Admins from the left navigation menu.

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Step 2: Select the Add New Admin button on the top right. 

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Step 3: Enter the required information using the fields provided. This includes first name, last name, and email address. Please note that the cell is optional and used for password recovery.

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Step 4:
The Admin Setup wizard will determine the assigned user role. For information about user roles, please review the permissions information shown in the table to the right.

For example, if you are adding a new user named Gregory Hill and would like him to be able to manage all producer profiles and admin accounts, you would answer the setup questions as shown, and he would be assigned the Agency manager role. Select Save & Exit to create the new admin account.

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Step 5: Once the account is added to the system, the new admin will receive an activation email from setup@surancebay.com. The email will validate their email address and provide a link to create an account password. 

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Please note: Once the password is saved, the admin will automatically log into the SureLC.com agency account. From there, they can use the system and will need to bookmark the webpage for future use. 

 

 

How to Edit an Existing Account 

Step 1: Log in to your SureLC admin account. Select Admins from the navigation menu to view your admin users. Locate the admin using the list, with the search field, or by filtering the list by user role. 

Step 2: Select the actions button to the right and then select Edit. This will open the admin user profile.  

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Step 3: Using the Admin Setup wizard, you can change the user role by modifying the answers to the admin setup questions.  Make the desired changes and then save the profile to update. 

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How to Reset an Admin Password 

Step 1: Log in to your SureLC admin account. Select Admins from the navigation menu to view your admin users. Locate the admin using the list, with the search field, or by filtering the list by user role. 

Step 2: Select the actions button to the right and then select Reset Password. This will open the admin user profile.  

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How to Delete an Admin Account

Step 1: Log in to your SureLC admin account. Select Admins from the navigation menu to view your admin users. Locate the admin using the list, with the search field, or by filtering the list by user role. 

Step 2: Select the actions button at the row's end, then select Remove. When prompted, click confirm that you want to delete the admin. Once confirmed, the admin will be deleted from your SureLC account. 

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How to Add an Affiliate Agency Admin Account 

Step 1: Select Admins from the navigation menu. 

Step 2: From the Admins screen, select the Add New Admin button at the top right. 

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Step 3:
Enter the required information using the fields provided. This includes first name, last name, and email address. Please note that the cell is optional and used for password recovery.

 

Step 4: Using the admin setup wizard, answer question 1 by selecting Only producers in this affiliation and then select the name of the affiliation you want that user to manage. 

For question 2, you can decide whether or not you want to give the new admin the ability to process contracting requests. Answer Yes to allow the user to submit contracting requests to carriers or No to disable this option. Select Save& Exit to create the new admin profile. 

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Step 5:
After selecting save and exit the following confirmation message will be shown. You'll need to review this information and confirm approval of the monthly charge to provide affiliate agency access to your new admin.  

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Once confirmed, the affiliate worker account will be added. The new affiliate admin will also receive an activation email from setup@surancebay.com that will validate the email address and provide a link to create their account password. 

Please note: Before adding an affiliate worker admin, you MUST create the affiliation. After adding the admin, you should also customize and copy the custom registration link for the affiliate admin to use to automatically assign producers they onboard to the correct affiliation. For more information about how to create an affiliation, click here. To learn how to create a custom registration link for the affiliation, click here

 

 

 

 

 

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