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The Security Setup page provides a placed for you to enter username, e-mail and profile information for a modernLINK user.
Editing this information requires a modernLINK Profile Administrator security profile. The default value in the Profile Name field is Profile Administrator. THIS SHOULD BE CHANGED UNLESS ACTUALLY ADDING AN ADMINISTRATOR.
To complete the security setup:
Enter the Username. Must be no longer than 30 characters and must be unique in the system (you are notified if the username already exists). You can use any naming convention you desire but no special characters are allowed.
Enter the user's e-mail address. This is the address to which the username and password are e-mailed after the overnight processes run.
Select a profile from the Profile Name list. The default is Profile Administrator. Unless you are sure that you want the user to be a Profile Administrator, select User. Options listed depend upon the parent entity's authority and can include:
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Profile Administrator |
The Processor has the authority to add/edit new Processors and, if authorized, Sub-Producing Organizations and Licensed Producers. |
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Profile Administrator with NetRate |
Reserved for NetRate partners. |
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Profile Administrator Submit to Home Office |
The Processor has the authority to add/edit new Processors and, if authorized, Sub-Producing Organizations and Licensed Producers. All endorsement requests submitted by the Processor and any Processors he sets up, are to be reviewed by an American Modern underwriter prior to approval or declination. |
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User |
The user is a Processor that has rating and quoting capability based upon the parent's Product Authorization. Users can edit their own personal Client Information. |
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User with NetRate |
Reserved for NetRate partners. |
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User Submit to Home Office |
The user is a Processor that has rating and quoting capability based upon the parent's Product Authorization. All quotes submitted by the Processor are to be reviewed by an American Modern underwriter prior to approval or declination. |
Click Save.
For a modification, the Setup Menu opens. For a Processor add, the User Product Underwriting Authority page opens.
Exit the change process by Submitting for Authorization (if required) or, for a Processor add, follow the steps to assign the individual user's Underwriting Authority by product.
