KB ID # 34
Last Update : 2010/01/22
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Question / Issue
How do I setup users to access the Administration Console or form submissions?

Answer / Solution

Users are used to provide access to the Administration Console.  Furthermore, accounts are used in the Module configuration to select which submissions are directed to which employee.

  1. Login to the IWB Administration Console
  2. Go to Setup Login Users and Passwords section
  3. Type the user's name into the the User Name text box.
    Example: John Doe
  4. Type the user's e-mail address into the the User E-Mail Address text box.
  5. Type the user's login name into the the Login Name text box.
    Example : jdoe01
  6. Type the users' login password number into the the Login Password text box.
  7. Select the account type in the Account Type drop down box.

    Account Types Explained
     
    • Administrator - Allows access to the entire console.  Users with Administrator access can modify any of website settings or content.
       
    • Customer Service Representative - Users with Customer Service Representative access can only access submissions submitted to the website.  Customer Service logins cannot login to the website to make site modifications.  They can only login to the site when sent a form submission.
       
  8. Click the Add/Update Account button.
     

Related Links
Setup Login Users and Passwords Link
Direct access to the Setup Logins Users and Passwords console.

Related KBs
How do I remove users from the Administrator Console?
How do I update a user's account information and password?
What are the password requirements for the Insurance Website Builder product?
User Setup Training Video

Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=34
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