Background Information:
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Process Name: |
Agent Manages Users and Privileges |
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Role: |
Agent |
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Objective(s): |
To update users and privileges in the agent portal. |
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Before you begin: |
The user must already have a login in the agent account. |
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What happens next: |
The user and privilege information has been updated. |
How to do it:
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User Action |
System Response |
Notes |
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1. |
Click the Employer Services left-navigation menu item from the Agent Portal Home screen. |
SUITS displays the Agent Employer Services Maintenance screen. |
To complete this as an internal user, go to the Agent Lookup screen and search for the Agent, then access the Agent self-service portal as an internal user and complete these steps.
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2. |
Click the Manage Users and Privileges hyperlink. |
SUITS displays the User Lookup screen. |
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3. |
Enter search criteria. |
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4. |
Click the Search button. |
SUITS displays the search results in the Search Result panel. |
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5. |
Click the relevant User ID hyperlink. |
SUITS displays the User’s Maintenance screen. |
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6. |
Update the user’s privileges. |
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There are many different options for updates on this screen. Depending on the role that the agent has, the following could be updated: •User Type •Log Activity •User Status •Reset Credentials •Roles •Security The user can also view the Change History from this screen. |
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7. |
Click the Save button. |
SUITS saves the changes and displays the confirmation message. |
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