Question / Issue |
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How do I add a user login to the program? |
Answer / Solution |
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Adding a user login to TurboStorm:
- You must have an Administrator login to access the user setup.
- After logging in, click on the Administration button.
- Click on the Users button.
- This screen will display all users for the agency account.
- Click on the Add New User button at the top left of the screen.
- This will bring up a Edit User Information box.
- Type in the user's first and last name in the respective entry fields (middle name is not required).
- 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.
- You can also enter your agency Producer code and License Number (not required).
- 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.
- Click on the Submit button at the bottom of the screen.
- You will be taken back the Agency Administration user setup screen.
- Repeat the steps above to add other users.
- Once you have completed adding all users, click on the Exit button at the top right of the screen.
- You will be taken back to the main Agency Administration screen.
- Click on the Exit button at the top right of the screen to take you back to the main menu screen.
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