FAQ ID # 29

ItcDataServices.com

Last Update : 2009/09/04
Rating : Not Rated
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Question / Issue
How do I add a user login to the program?

Answer / Solution

Adding a user login to TurboStorm:

  1. You must have an Administrator login to access the user setup.
  2. After logging in, click on the Administration button.
  3. Click on the Users button.
  4. This screen will display all users for the agency account.
  5. Click on the Add New User button at the top left of the screen.
  6. This will bring up a Edit User Information box.
  7. Type in the user's first and last name in the respective entry fields (middle name is not required).
  8. Select the user's access level to the program from the dropdown list:
    • Agent - this gives the user only access to the two lines of rating - Multi-Peril and Wind Only.
    • Agency Administrator - this gives the user access to both lines of rating as well as the Administrator set up.
  9. You can also enter your agency Producer code and License Number (not required).
  10. Lastly, you must enter a User Name and Password:
    • User Name - is not case sensitive and must be different than the Administrator user name.
    • Password -  IS case sensitive and must be different than the Administrator password.
      • NOTE:  Even with different logins for all users, quotes saved can be accessed by any user.
  11. Click on the Submit button at the bottom of the screen.
  12. You will be taken back the Agency Administration user setup screen.
  13. Repeat the steps above to add other users.
  14. Once you have completed adding all users, click on the  Exit button at the top right of the screen.
  15. You will be taken back to the main Agency Administration screen.
  16. Click on the Exit  button at the top right of the screen to take you back to the main menu screen.

Related FAQs
How do I add my Citizen's producer code so that it automatically appears on the application?

Direct Link to This FAQ
http://www.itcdataservices.com/support/trfaq/?f=29

Tags
Add user login
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