This article explains how to add, edit, and remove agency admin user accounts within SureLC One. Please note that ONLY agency managers have access to the Admins page where user accounts are managed. Review the information below to learn how to use this page.
How to Reset an Admin User Password
How to Delete an Admin Account
How to Add an Admin Account
Step 1: Log in to your SureLC One and then select Admins from the navigation menu to the left.
Step 2: From the Admins screen select the Add New Admin button on the top right.
Step 3: Fill out the required fields by adding the new admin's first name, last name, cell, and email address. Please note the cell is optional and is used for password recovery purposes only.
The Admin Setup wizard will be used to determine the appropriate user role (agency manager, or agency worker). For information about the differences between user roles review the permissions information shown to the right.
For example, when adding new user John Smith we would like him to be able to manage admin accounts so we would answer Yes to the first question and he would be automatically assigned the agency manager role.
Select Save & Exit to create the new user account.
Step 5: Once the account is added the new admin user will receive an account activation email from setup@surancebay.com. The email will be used to validate the email address and also to provide a link to the new admin to create their account password.
How to Edit an Admin Account
Step 1: Log in to your SureLC admin account. Select Admins from the navigation menu. Locate the admin user using the list or with the search field. Once located select the actions button and then Edit.
Step 2: Update the admin account information and then select Save & Exit to update the user profile.
How to Reset an Admin User Password
Select the actions menu on the admin row and then select Reset Password.
Verify the account info and then click Reset Password to send the admin a password reset email.
How to Delete an Admin Account
Select the actions menu on the admin row and then select Remove.
When prompted review the user name for the account you want to delete and then click Yes.
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