KB ID # 186
Secure Area Editor
Last Update : 2018/01/12
Rating : Rated 1
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Question / Issue
How do I add a secure area for my customers and agents?

Answer / Solution

You can create a secure area for your customers and agents with the Insurance Website Builder system.  This allows you to place a special message for logged in customers.  You can also upload files for specific customers and agents.  To setup your Secure Area portal:

Updating the Secure Area Introduction

  1. Open the Secure Area Console by clicking Secure Area Editor under Site Design Settings from the Home area or under the Content and Design drop down menu.
  2. To add an introduction, type your introduction message in the editor.
  3. Click Update Introduction Text button when completed.

Uploading Documents for Agents and Customers

  1. Open the Secure Area Console by clicking Secure Area Editor
  2. Scroll to the Secure Area Document Library section
  3. Select who has access to the file in the Visibile For drop down box.
    You can add a new user in the Login Users and Password console 
  4. Type the friendly title of the document into the Name of Document textbox.
    Example : File for Joe Customer
  5. Optionally, type the description of the file of to further assist your user.
  6. Click the Browse... button.
  7. Locate the file on your local machine that you would like to upload.
  8. Click the OK button.
  9. Click the Upload Document button.
  10. Click the Finish button

Related Links
Modify Secure Area Console
Direct access to the Secure Area console.

Related KBs
How do I upload a document to my Dcoument Library?
How do I setup users to access the Administration Console or form submissions?
How do I remove the secure area?
Secure Area Training Video

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=186
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