Product Dashboard & User Maintenance USER ?· Product Dashboard & User Maintenance USER GUIDE GeoVera…

  • Published on
    05-Jun-2018

  • View
    212

  • Download
    0

Embed Size (px)

Transcript

  • Product Dashboard & User Maintenance

    USER GUIDE

    GeoVera Holdings, Inc.

    MGS_MM_UG1_0916

  • Contents Logging In .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 www.myGeoSource.com .............................................................................................................................................................. 3

    New Producers - First Time Logging In ............................................................................................................................... 3 W-9 Form ................................................................................................................................................................................... 3 Direct Deposit ........................................................................................................................................................................... 3 Contact Info ............................................................................................................................................................................... 3

    Linking Accounts with Single Sign On .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Product Dashboard ............................................................................................................................................... 5

    Account Settings ...................................................................................................................... 6 Account Settings Menu .............................................................................................................................................................. 6 Change Password ................................................................................................................................................................ 7 Reset Password .................................................................................................................................................................... 7 Update Contact Information ............................................................................................................................................. 8 User Roles & Permissions ............................................................................................................................................................. 8 Agency Contact .............................................................................................................................................................................. 8 Broker Fee ...................................................................................................................................................................................... 8

    Security Officer Options ...................................................................................................................................... 9 Updating Agency Info ..................................................................................................................................................................... 9 Direct Deposit .............................................................................................................................................................................. 10 Managing Account Settings for another user ........................................................................................................................... 10 New User Setup ........................................................................................................................................................................... 10 Add New User ID .......................................................................................................................................................................... 10 Add New Producer/Sub-Producer .............................................................................................................................................. 10 New User Notification .................................................................................................................................................................. 11 Disable Users ..................................................................................................................................................................... 12 Reset Password ........................................................................................................................................................................... 12 Display User List ................................................................................................................................................................. 12 Manage User Permissions .......................................................................................................................................................... 12

    User Roles & Definitions .......................................................................................................... 13

    Help & Support .................................................................................................................................................... 14 Contact your Security Officer or Service Center ....................................................................................................................... 14

  • 3

    Logging In

    www.myGeoSource.com

    You can login at www.myGeoSource.com to access the Product Dashboard. Policyholders can also login at www.myGeoSource.com to make payments, view policy information and report claims.

    New Producers - First Time Logging In

    Whenanewproducerisappointed,auserwithintheagencyisassignedtobetheSecurityOfficerwhowillreceiveanemailwithalinktoaccessthewebsite.Afterlogginginforthefirsttime,theSecurityOfficerwillbepromptedtocompleteadditionalinformationbeforeaccessingthemyGeoSourceProductDashboard.W-9 Form: Eligible producers will be prompted to complete an electronic W-9 Form.

    Direct Deposit: Eligible producers will be prompted to sign up for direct deposit of commissions.

    Contact Info: New producers & sub-producers will be required to verify their contact info for their user profile.

    Afterthesestepsarecompleted,theSecurityOfficercanaccessthemyGeoSourceProductDashboardandcanproceedtocreateadditionalusersfortheiragency.RefertotheSecurityOfficersectionformoreinformation.

  • 4

    Linking Accounts with Single Sign On If you have access to multiple Geovera Holdings, Inc. products, you can link your accounts with Single Sign On so that you have fewer passwords to remember. Each individual user can follow the steps below to link their accounts.

    1. Login and hover your mouse over Account Settings

    in the top left corner of the Product Dashboard, then choose Add Product Profile.

    2. Enter the user ID and password for all other account(s) you wish to have access to under one user ID.

    3. Select the user ID you will use as your Single Sign On

    YourSingleSignOnuserIDwillbeusedtologintoaccessallofyourlinkedaccounts.Youcanloginatwww.myGeoSource.com

    TheremaininguserIDscannolongerbeusedtoaccessthewebsite

    Note: The user IDs not selected as your Single Sign On ID will be de-activated and will no longer be valid to access the website.

  • 5

    Product Dashboard

    Highlights

    Allows instant access to quoting websites

    Includes new and improved search

    Displays helpful quote and policy list counts

    Provides shortcut links for common tools

    More Info

    IfyouhaveaccesstomultipleGeoveraHoldings,Inc.products,andhavelinkedthoseaccountsusingtheSingleSignOnfeature,thenaseparateproductmenuwilldisplayforeachproductonthedashboard.

    Eachproductsectioncanbeexpandedbyclickingontheproductname.

    Linksinsidetheproductmenu,suchasStartNewQuoteorViewPolicyList,willopeninaseparatesession(separatebrowsertaborwindow).

    Throughtheproductmenuyouwillalsohaveaccesstounderwritingmanual,trainingmaterials,commissionstatement,etc.

  • 6

    Account Settings

    Choose Account Settings to view or update agency or user information.

    Account Settings Menu ThemenuforAccountSettingsisdisplayedbelow,andwillallowyoutoupdateyourpassword,contactinfoandmore.

  • 7

    Change Password 1. Tochangeyourownpassword,visittheUserProfiletabontheAccountSettingspageandclickthe

    ChangePasswordlink.

    2. Youwillbepromptedtoenteryourcurrentpassword,anewpasswordandconfirmthenewpassword.

    3. Anewpasswordhintisrequired.Thepasswordhintisatermthatyoucreatetohelpyourememberyourpasswordifyouusethe"forgotpassword"functionontheloginpage.

    4. ClicktheUpdatePasswordbuttontocompletetheprocess.Reset Password 1. SecurityOfficers(SO)canresetpasswordsforotherusers.TheSOcanentertheUserIDinthe

    SecurityOfficeroptionssectionontheAccountSettingspage,andclicktheSearchUserbuttontolocatetheAccountSettings.

    2. ClicktheResetPasswordlink.

    3. ClicktheResetbutton.

    4. Theuserwillreceiveanautomaticemailfrominfo@mygeosource.comthatwillcontainalinktoaccessthewebsite.

    5. Afterclickingthelink,theuserwillbepromptedtocreateanewpasswordandassignanewpasswordhint.

    IMPORTANT TIPS for resetting passwords:

    The reset password email is only valid for 24 hours. If the user does not click the link to reset their password within 24 hours, the link will be disabled.

    The link within the reset password email will only work once. If the link is clicked multiple times, the link will be disabled and the user will have to request a new link.

  • 8

    Update User Contact Information

    Visit the User Contact tab on the Account Settings page to manage your contact information. This information will display on your quotation documents.

    User Roles & Permissions

    Visit the User Roles & Permissions tab on the Account Settings page to view the user roles and permissions that are assigned to you for each product. Contact your Security Officer to request changes. Agency Contact

    Visit the Agency Contact tab on the Account Settings page to view your agency information including: producer code(s), agency contact information and licensing. This information displays on policy documents. Contact your Security Officer to request changes.

    Broker Fee

    The Broker Fee tab is available on the Account Settings page, and displays for eligible products only.

  • 9

    Security Officer Options

    Security Officers can access the following features from the Security Officer Option section on the Account Settings page:

    Updating Agency Contact Security Officers can manage the updating of their agencys contact information by selecting the Agency Contact tab from the Account Settings page. The agency information that can be updated includes the following:

    AgencyName

    Mailingandlocationaddresses

    ContactName

    Contactemailaddress

    Phone/Faxnumbers

    AccountingContact

    AccountingEmailaddressforcommissionstatements

    StateLicense(s)includesaddinganewstateordeletinganexistinglicense.

  • 10

    Direct Deposit Security Officers can manage the direct deposit bank account information for receipt of monthly commission by selecting the Direct Deposit tab from the Account Settings page.

    Managing Account Settings for another user Security Officers can enter a User ID to view the account settings for any user they have access to manage and can:

    Update the users status

    Reset the users password

    Update the users roles and permissions

    Update the users contact info

    New User Setup Security Officers can add new users by clicking the New User Setup link in the Security Officer Options section of the Account Settings page. Eligible users will have two options for adding new users:

    AddNewUserIDallowsyoutosetupanadditionalusertoanexistingproducercode.

    AddNewProducer/Sub-Producerallowsyoutosetupanewproducerwhowillneedanewproducercodeortosetupanewsub-producerunderanexistingproducercode.

    Add New User ID Follow these steps to add an additional user to an existing producer code:

    1. ChoosetheAddNewUserIDoptionontheNewUserSetupscreen.

    2. CompletetherequiredfieldsandclicktheAddNewUserbutton.

    3. Thenewuseraccounthasbeencreated,andtheuserwillreceiveanemailwithalinktoaccesstheiraccount.(RefertotheNewUserNotificationsectioninthisdocumentformoreinformation).

    Add New Producer/Sub-Producer Follow these steps to setup a new producer code or to setup a new sub-producer code under an existing producer code. 1. ChoosetheAddNewProducer/Sub-ProduceroptionontheNewUserSetupscreen.

    2. CompletetherequiredfieldsandclicktheContinuebutton.

    3. WhenthenewProducer/Sub-Produceriscreated,auseraccountwillbeautomaticallycreatedwithSecurityOfficeraccess.

    4. VisittheNewUserNotificationpagetolocatethenewuseraccountandnotifytheuser.Theuserwillreceiveanemailwithalinktoaccessthenewaccount.ThisuserisassignedtobetheSecurityOfficerforthenewproducer/sub-producer,andcansetupadditionalusers.

  • 11

    New User Notification WhensettingupnewUserIDs,theSendNotificationcheckboxisselectedbydefault. Ifchecked,theuserwillreceiveanautomaticemailfrommarketing@mygeosource.comwithalinkto

    accesstheirnewaccount.

    Theuserwillbeimmediatelypromptedtocreateanewpasswordandassignapasswordhint.

    Ifyouprefertheusertoreceivenotificationatalaterdate,youcanuncheckthebox.ThatuserwillbedisplayedontheNewUserNotificationlist,availablefromtheSecurityOfficerOptionssectionontheAccountSettingspage.

    Disable Users TheSecurityOfficercandisableuserstorestrictaccesstothewebsite.DisableduserswillnotbeabletologintotheproductdashboarduntiltheirUserStatusisre-activatedandtheirpasswordisreset.

    1. EntertheUserIDoftheuseryouwishtodisableintheSecurityOfficerOptionsareaontheAccountSettingspage.

    2. TheAccountSettingsfortheuserwilldisplay;changetheUserStatusfieldontheUserProfiletabtoinactive,andclickSaveChangestodisabletheuser.

    Reset Password

    1. EntertheUserIDoftheuseryouwishtoresetintheSecurityOfficerOptionssectionontheAccountSettingspageandclickSearchUser.

    2. Theaccountsettingsfortheuserwilldisplay;clicktheResetPasswordlinkontheUserProfiletabandfollowthepromptstoresetthepasswordforthatuser.RefertotheResetPasswordsectioninthisdocumentformoreinformation.

    Display User List

    1. ClicktheDisplayUserListlinkintheSecurityOfficerOptionssectionontheAccountSettingspage.

    2. TheUserListwillallowyoutosearchyourusers,orviewafulllistofallyourusers.

    Manage User Permissions

    1. EntertheUserIDoftheuseryouwishtomanageintheSecurityOfficerOptionssectionontheAccountSettingspageandclickSearchUser.

    2. Theaccountsettingsfortheuserwilldisplay;visittheUserRole&Permissionstabtomakeupdates,andclickSaveChanges.

  • 12

    User Roles & Definitions

    The website allows the Security Officer (SO) to setup users and assign roles. Below are the definitions for each role:

    ProducerSOI:Canadd/maintainallusersfortheiragency,aswellastheSOII.Canview/maintainallquotesandpoliciesfo...

Recommended

View more >