| Question / Issue |
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| How do I add a secure area for my customers and agents? |
| Answer / Solution |
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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
- 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.
- To add an introduction, type your introduction message in the editor.
- Click Update Introduction Text button when completed.
Uploading Documents for Agents and Customers
- Open the Secure Area Console by clicking Secure Area Editor
- Scroll to the Secure Area Document Library section
- 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
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Type the friendly title of the document into the Name of Document textbox. Example : File for Joe Customer
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Optionally, type the description of the file of to further assist your user.
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Click the Browse... button.
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Locate the file on your local machine that you would like to upload.
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Click the OK button.
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Click the Upload Document button.
- Click the Finish button
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| Related Links |
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Modify Secure Area Console Direct access to the Secure Area console. |